2027 Overnight Financial Services Representative | Alpharetta, GA & Sandy, UT
About the position
Morgan Stanley is hiring Overnight Financial Services Representatives in Alpharetta, Georgia, and Sandy, Utah. In this unlicensed, customer-facing role, representatives handle incoming calls and answer questions about clients’ stock portfolios and account needs. Morgan Stanley pays for training to obtain Series 7 and 63 licenses. The role includes hybrid work, with employees required to work three days per week in the office. Available overnight shifts are Sunday through Thursday, either 5:30 p.m. to 2:00 a.m. EST or 11:30 p.m. to 8:00 a.m. EST; shifts may change based on business needs. Representatives help clients with account-related requests, including money movement, account updates, and trade requests, and follow up on outstanding account items. They identify customer needs and appropriate solutions, explain Morgan Stanley’s products and advantages, identify sales opportunities, and support client retention and risk reduction. The role also involves managing time and following processes, continuing to learn about investments and financial markets, collaborating with other groups to resolve issues, and participating in additional projects and development activities. Employees are expected to maintain personal integrity and comply with Morgan Stanley’s Code of Conduct. The position offers industry and product training, on-the-job learning, career development, and paid Series 7 and 63 licensing. The posting lists paid time off, savings programs, health care, insurance plans, tuition and licensing reimbursement, student loan refinancing, a fitness subsidy, a 401(k) with firm matching, employee stock purchase program access, family-building assistance, parental leave, and encouragement to give back to the community.
Responsibilities
- Provide excellent customer service by identifying customer needs and determining suitable solutions.
- Handle inbound inquiries and assist with account-related requests, including money movement, account updates, and trade requests.
- Follow up with customers regarding outstanding account-related items.
- Educate customers about Morgan Stanley’s competitive advantages and identify products that may benefit them.
- Engage customers, identify new opportunities, and work toward sales goals.
- Follow established processes and manage time efficiently.
- Continue learning about investments and financial markets to address clients’ investment needs.
- Help identify opportunities to retain clients and minimize risk when appropriate.
- Maintain personal integrity and comply with Morgan Stanley’s Code of Conduct.
- Collaborate with other groups to gather information and resolve customer issues.
- Participate in continuing education, development, and other projects and tasks.
Requirements
- Bachelor’s degree in Finance, Business Management, or Business Administration, or an equivalent combination of education, training, and experience; one year of work experience may substitute for one year of education.
- At least two years of experience in a customer-facing role.
- Ability to work a hybrid schedule, with three days per week in the office.
- Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
- Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct.
Nice-to-haves
- At least two years of experience in a call center or financial institution.
- Experience working on a team in a highly collaborative environment.
- Experience meeting sales goals through full-time work or college internships.
- Strong interpersonal skills, team orientation, resiliency, and a people-focused approach.
Benefits
- Paid time off.
- Savings programs.
- Health care, including medical, dental, and vision coverage.
- Insurance plans.
- Tuition and licensing reimbursement.
- Student loan refinancing.
- Fitness subsidy.
- 401(k) with competitive firm matching.
- Access to the Morgan Stanley Employee Stock Purchase Program.
- Family-building benefit to assist with adoption, surrogacy, and fertility treatment costs.
- Generous parental leave.
- Paid Series 7 and 63 license training.
- Learning and career development opportunities.
- Employees are encouraged to give back to their community.
