Active Trader Relationship Manager

Morgan Stanley; Alpharetta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Morgan Stanley's E TRADE Premium and Specialty Client Solutions seeks an Active Trader Relationship Manager to retain and grow ETRADE's Active Trader clients, delivering tailored support and guidance to meet their trading needs and objectives.

You will leverage deep trading knowledge, provide platform demos and connect clients with Morgan Stanley products and services, while ensuring best-in-class service and risk management in a fast-paced environment.

Qualifications

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

Responsibilities

• Deliver exceptional client service and cultivate relationships with active trader clients.
• Provide product education, trade facilitation, platform demos, and connect clients with Morgan Stanley products.
• Utilize deep knowledge of futures, margin and contracts trading and market analysis.
• Proactively outreach on margin calls, ITM options, and quarterly relationship development calls.
• Grow the active trader segment by uncovering outside assets and overseeing onboarding.

Skills

Client service

FINRA 7/63

Trading knowledge

Education

Bachelor's Degree

Job description

Department Overview

The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM's will focus on deepening relationships through frequent and proactive outreach catered to client's unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients.

Responsibilities

• Delivering exceptional client service while cultivating relationships with E TRADE active trader clients
• Providing comprehensive support including product education, trade facilitation, platform demos and connecting E TRADE clients with the full suite of Morgan Stanley products and services
• Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills
• Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey
• Exhibiting critical thinking / problem solving skills to address client issues and questions
• Acting as a liaison between internal support teams to ensure our client's service needs are met timely
• Demonstrating a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focusing on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment

Minimum Qualifications

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

Preferred Qualifications

• 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
• Bachelor's Degree
• Excellent organizational skills with the ability to manage multiple tasks
• Ability to remain calm, professional and in control in a fast-paced business environment
• Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
• Utilize independent decision-making skills to manage and resolve issues

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

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