Sr Customer Support/Account Representative - Level 2

at Morgan Stanley & Co

location South Jordan, Utah

Updated on Jun 12, 2019

Contract Position
6 month(s)

  • Referral Bonus


  • Signing Bonus



Pay Rate $17.50 per hour

Experience 3-7 Years

Eligibility Green Card, US citizen


Finance (non Banking)


Not Specified

Job ID


Working Remotely Allowed



Primary Responsibilities:
Establish and maintain effective relationships in order to deliver world class service to our clients. Handle incoming phone calls and written queries from financial advisors and branch employees related to Retirement Services. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to process requests, route for processing requests to the appropriate teams, and to escalate requests/inquiries for further research. Meet team and department service goals as established by MSSN management.

Skills required:
• Attention to detail
• Ability to multi-task and manage time effectively
• Ability to establish and maintain positive client relationships
• Ability to diagnose and solve problems creatively while taking into consideration downstream/upstream impacts
• Ability to recognize and diffuse potential issues and/or difficult interactions
• Excellent communication (written and oral) and listening skills
• Desire and ability to learn quickly and apply knowledge to various situations
• Bachelor’s degree or minimum 2 years financial industry experience
• An interest in and ability to understand regulations regarding IRA’s/401k’s and other retirement products; Working well with the team/working within a team environment.

Skills desired:
• Experience related to retirement products preferred, but not required
• Current or past Series 7 preferred, but not required
• Bachelor degree preferred

Top 3 skills manager is looking for:
a. Ability to diagnose and solve problems creatively while taking into consideration downstream/upstream impacts
b. Attention to detail
c. Ability to multi-task and manage time effectively

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