Morgan Stanley

Sales Support Staff - Optin

Morgan Stanley

Middleton, MA 01949, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you a motivated and detail-oriented individual looking to jumpstart your career in the finance industry? Morgan Stanley is seeking a Sales Support Staff - Optin to join our team and provide crucial support to our sales department. In this role, you will have the opportunity to work with a dynamic team and gain valuable experience in the world of investment banking. We are looking for candidates who possess excellent communication skills, strong organizational abilities, and a passion for delivering exceptional customer service. If you are eager to learn and grow in a fast-paced environment, we want to hear from you!

  1. Provide support to the sales team: The primary responsibility of this role is to assist the sales department in their day-to-day tasks and operations. This includes but is not limited to preparing sales reports, coordinating with clients, and managing paperwork.
  2. Maintain accurate records: The Sales Support Staff will be responsible for maintaining accurate records of sales transactions, customer interactions, and other important data. This will require strong attention to detail and organizational skills.
  3. Communicate with clients: As a key point of contact for clients, the Sales Support Staff will be responsible for communicating with them via phone, email, or in-person. This includes responding to inquiries, providing updates on sales activities, and addressing any issues that may arise.
  4. Assist with administrative tasks: The Sales Support Staff will be responsible for various administrative tasks such as managing calendars, scheduling meetings, and handling travel arrangements for the sales team. This requires strong time management and multitasking skills.
  5. Collaborate with team members: This role will require working closely with the sales team to ensure smooth operations and timely completion of tasks. The Sales Support Staff will need to collaborate effectively with team members and contribute to a positive and supportive work environment.
  6. Learn and adapt: The finance industry is constantly evolving, and the Sales Support Staff must be willing to learn and adapt to new processes and technologies. This includes staying updated on industry trends and implementing new strategies to improve sales support.
  7. Provide exceptional customer service: The Sales Support Staff will be the first point of contact for clients and must always provide exceptional customer service. This includes being friendly, professional, and responsive to client needs and inquiries.
  8. Uphold company standards: As a representative of Morgan Stanley, the Sales Support Staff must uphold the company's standards and values in all interactions. This includes maintaining confidentiality, adhering to ethical standards, and promoting a positive image of the company.
  9. Contribute to team growth: The Sales Support Staff will have the opportunity to work with
Where is this job?
This job is located at Middleton, MA 01949, USA
Job Qualifications
  • Excellent Communication Skills: A Sales Support Staff At Morgan Stanley Must Possess Strong Verbal And Written Communication Skills To Effectively Interact With Clients, Colleagues, And Superiors.

  • Knowledge Of Investment Products: The Ideal Candidate Should Have A Thorough Understanding Of Various Investment Products Offered By Morgan Stanley, Such As Stocks, Bonds, Mutual Funds, And Alternative Investments.

  • Attention To Detail: Sales Support Staff Must Have A Keen Eye For Detail To Accurately Input And Maintain Client Information, Process Transactions, And Produce Reports.

  • Technical Proficiency: Familiarity With Relevant Software And Technology, Including Microsoft Office And Crm Systems, Is Essential For Managing Client Data And Generating Reports.

  • Team Player: The Job Requires Working Closely With Sales Teams, So The Ability To Collaborate And Support Team Members Is Crucial For Success In This Role.

Required Skills
  • Data Analysis

  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Teamwork

  • Organization

  • Client Relationship Management

  • Problem-Solving

  • Financial

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Sales Support Staff - Optin in Middleton, MA 01949, USA is $35,000-$45,000 per year. This may vary depending on factors such as experience, industry, and company size.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeJuly 21st, 2025
This job posting is from a verified source. 

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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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