Description
Morgan Stanley is hiring a Customer Service Specialist to provide timely, accurate support to clients and internal partners through inbound phone calls and Teams channels. The role handles complex brokerage inquiries, order execution, margin treatment, risk-related issues, expiring positions, margin calls, corporate actions, dividends, E*TRADE policies, and regulatory guidance, while also identifying opportunities to refer clients to an advisor. Candidates need SIE, Series 7, Series 63, Mass Registration, and Trader Certification, plus at least two years of customer-facing brokerage experience involving derivatives trading, margin treatment, and risk management. The Illinois salary range is $58,000 to $115,000 per year, with potential discretionary incentive compensation and comprehensive benefits.
