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Job Overview
Job Description
Morgan Stanley is a global financial services firm providing investment banking, securities, wealth management, and investment management services. Founded over 90 years ago, the company has built a strong reputation for putting clients first, upholding integrity, and fostering innovation. With more than 80,000 employees spread across 1,200 offices in 42 countries, Morgan Stanley is known for its commitment to diversity, inclusion, and community support. The firm offers a collaborative and empowering work environment where employees are encouraged to bring their diverse backgrounds and ideas to the table. It also provides comprehensive employee benefits and opportunities for career growth.
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Job Requirements
- High school diploma or equivalent preferred
- Professional call etiquette
- Knowledge of telephone equipment is preferred
- Basic computer skills, including Microsoft Office products
- Ability to communicate with colleagues and clients
- Dedication to customer service
- Ability to work in a fast-paced, evolving environment
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Job Qualifications
- High school diploma or equivalent preferred
- Professional call etiquette
- Knowledge of telephone equipment
- Basic computer skills, including Microsoft Office products
- Ability to communicate with colleagues and clients
- Dedication to customer service
- Ability to work in a fast-paced, evolving environment
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Job Duties
- Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel
- Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals
- Maintain call logs and take accurate, thorough messages that are received
- Handle general inquiries, following the firm’s policies and procedures
- Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.
- Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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