About this role
Financial Services Representative (Tampa, FL) at Morgan Stanley. Location: Tampa, Florida, United States. Role: Fielding inquiries, Educating customers, Following up Requirements: Bachelor's degree in Finance/Business or related field; 2+ years customer-facing experience; hybrid schedule; Series 7 & 63 licenses to be obtained with company paid training. Category: Sales Seniority: Mid Level Tools: CRM, Call center software, Microsoft Office, Financial product modules Certifications: series 7, series 63 Commitment: Full Time Workplace: Hybrid Languages: English