FSR - Chicago, IL
E*TRADEAbout the role
In This Role You Will:
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Provide excellent customer service by identifying customer needs and determining the best solution for them.
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Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from.
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Show us your determination to drive sales by engaging customers and identifying new opportunities.
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Follow processes and manage your time efficiently throughout the day.
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Continually learn about investments and the financial markets to address the individual client's investment needs.
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Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
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Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important.
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Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family).
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Be involved in other projects and tasks (because there may be other things you can help with).
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