Receptionist

Southfield, MI, USA|

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.

The Receptionist role at Morgan Stanley is a vital position that serves as the first point of contact for clients and visitors entering the branch or calling into the office. This position requires a warm and professional demeanor to greet guests and efficiently direct them to the appropriate personnel. In addition to managing incoming calls, the Receptionist also handles general inquiries, assists with administrative tasks such as filing and ordering supplies, and supports branch operations as needed.

Working as a Receptionist at Morgan Stanley is an excellent opportunity to gain exposure to the firm’s Wealth Management business and build a career within a globally respected financial institution. The role demands strong communication skills, professionalism, and a dedication to customer service in a fast-paced environment. Employees in this position benefit from working under the guidance of a Service Manager and can look forward to professional development opportunities including the potential to obtain industry certifications such as Series 7 and Series 66 or Series 63 and Series 65 licenses.

Morgan Stanley is committed to creating a diverse and inclusive workforce, ensuring equal employment opportunities without discrimination or harassment. The company values integrity, excellence, and client-centric service, making it a compelling workplace for individuals who seek to contribute to a leading global financial services leader while advancing their own careers in a supportive setting.

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