Call Center Investment Representative – Morgan Stanley Access Direct, Associate (Hybrid)

We’re seeking someone to join our team as a Call Center Investment Representative to support the Morgan Stanley Access Direct (MSAD) team in the achievement of service levels and objectives by assisting clients with account opening, maintenance and issue-resolution, accepting and processing client trades and providing exceptional customer service in all interactions. Effective problem resolution, in-depth securities knowledge and the ability to thrive in a fast-paced environment is crucial to your success in this role.

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals.

Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you will do in the role:

• Answer inbound calls and provide excellent customer service by helping customers with various questions about their account or the stock market in general
• Educate customers on our self-directed online platform’s advantages and help them navigate and trade online
• Provide helpful, engaging, knowledgeable, accurate, responsive, and professional services to clients, including prompt and courteous completion of trade instructions via telephone within regulatory requirements and guidelines
• Be a reliable and excellent team player, show your determination to help the team achieve its goals and take ownership of assigned tasks
• Connect with peers at other departments to gather information and resolve customer issues
• As part of a growing company, you will be involved in other projects and tasks as required. Including but not limited to some French translation initiatives
• Understand and apply industry rules and regulations (e.g., IIROC, Provincial, etc.), as well as Morgan Stanley’s policies and procedures to all activities performed
• Continually learn about investments, the Financial Markets and Morgan Stanley’s policies to become an expert in addressing our clients’ array of questions and needs
• Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct

What you will bring to the role:

• At least 2 years working in a customer-facing role preferably in a brokerage or banking environment
• Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), and Investment Representative Training
• In possession of a valid Canadian Investment Regulatory Organization (CIRO) license
• High School Diploma/Equivalency, Bachelor’s degree preferred
• Fluent spoken and written proficiency in both Quebec French and English is a must
• Outstanding oral, written, and inter-personal communication skills
• You are willing to pass any additional required licenses and qualifications required for the role
• Ability to handle a high volume of requests in a fast-paced environment and remain calm under pressure
• Ability to work independently, while remote, with proven time management, organizational and problem-solving skills
• Must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) when working from home
• Full flexibility to work a variety of shifts ranging between 7am to 5pm MT, Mondays to Fridays
• Candidates should also be willing to complete the Derivative Fundamentals and Options Licensing Course (DFOL) if and when required

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We’re committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

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