Active Trader Client Success Manager

E*TRADE from Morgan Stanley; Sandy (UT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Paid time off

401(k) plan

Discretionary bonuses

Job summary

A leading financial services firm is looking for an Active Trader Relationship Manager to drive client retention and growth for their active trader segment. The role involves delivering top-tier support and cultivating strong client relationships, utilizing a deep understanding of trading strategies and market analysis. Candidates should have at least 1 year of client service experience and relevant regulatory licenses. This position offers competitive pay, extensive benefits, and opportunities for professional growth.

Qualifications

• Minimum 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states.

Responsibilities

• Deliver exceptional client service to active trader clients.
• Provide product education and trade facilitation support.
• Make proactive outreach to clients regarding trading needs.
• Utilize technical knowledge of futures and margin trading.
• Exhibit critical thinking to address client issues.

Skills

Client service experience

Technical market analysis skills

Organizational skills

Communication skills

Education

Bachelor’s Degree

Job description

A leading financial services firm is looking for an Active Trader Relationship Manager to drive client retention and growth for their active trader segment. The role involves delivering top-tier support and cultivating strong client relationships, utilizing a deep understanding of trading strategies and market analysis. Candidates should have at least 1 year of client service experience and relevant regulatory licenses. This position offers competitive pay, extensive benefits, and opportunities for professional growth.