The posting
In This Role You Will:
- Provide excellent customer service by identifying customer needs and determining the best solution for them.
- Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from.
- Show us your determination to drive sales by engaging customers and identifying new opportunities.
- Follow processes and manage your time efficiently throughout the day.
- Continually learn about investments and the financial markets to address the individual client's investment needs.
- Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
- 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.
- Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family).
- Be involved in other projects and tasks (because there may be other things you can help with).



