Overnight Financial Services Representative

Morgan Stanley

. Engage clients via incoming calls and answer questions related to their stock portfolios .

Posted 10/30/2026full-timeAlpharetta • Utah • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer engagement and sales within financial services, leveraging strong interpersonal skills to identify client needs and drive retention. Proficient in understanding investments and financial markets to provide tailored solutions.

Highest-signal resume keywords

Bachelor's Degree In FinanceCustomer-Facing ExperienceCall Center ExperienceSales Goal AchievementInterpersonal Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment KnowledgeFinancial Market UnderstandingCustomer ServiceTime ManagementProblem Solving

Soft Skills

People-OrientedTeam OrientationResiliencyCommunication Skills

Industry Keywords

Morgan Stanley Code Of ConductClient RetentionHybrid ScheduleFinancial Institution

About the role

Key responsibilities & impact

Engage clients via incoming calls and answer questions related to their stock portfolios
Provide excellent customer service by identifying customer needs and determining the best solution
Educate customers on Morgan Stanley’s competitive advantage and identify additional products they may benefit from
Engage customers, identify new opportunities and drive sales
Follow processes and manage time efficiently
Learn about investments and financial markets to address clients’ investment needs
Help identify client-retention opportunities and minimize risk when necessary
Maintain high personal integrity and comply with Morgan Stanley’s Code of Conduct
Connect with other groups to gather information and resolve customer issues
Participate in additional projects and tasks
Field inbound customer inquiries about money movement, account updates and trade requests
Follow up with customers regarding outstanding account-related items
Participate in continuing education and development

Requirements

What you’ll need

Bachelor’s degree in Finance, Business Management or Administration, or equivalent combination of education, training and experience
1 year of work experience can substitute 1 year of education
At least 2 years working in a customer-facing role
Must be flexible to work a hybrid schedule, 3 days a week in office
Legally authorized to work in the United States
Must not require, now or in the future, sponsorship for employment visa status
At least 2 years’ experience working in a call center environment or within a financial institution is advantageous
Experience working on a team and in a highly collaborative environment is advantageous
Experience meeting sales goals through full-time work or college internships is advantageous
People-oriented with strong interpersonal skills, team orientation and resiliency is advantageous

Benefits

Comp & perks

Morgan Stanley-paid training to obtain Series 7 & 63 licenses
Hybrid work environment
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement
Student loan refinancing
Fitness subsidy
401(k) with competitive firm matching
Access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit assisting with adoption, surrogacy, and fertility treatment costs
Generous parental leave
Financial product modules and learning courses
On-the-job learning
Career development opportunities
Commitment to Diversity and Inclusion
Encouragement to give back to the community