Active Trader Relationship Manager

PowerToFly; Chicago (IL); On-site; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Supportive work environment

Job summary

A leading financial services firm in Chicago seeks an Active Trader Relationship Manager to enhance client relationships and support trading needs. This role involves providing tailored education on trading strategies, managing margin calls, and onboarding clients. Candidates must have 1+ years of experience and necessary registrations such as SIE and Series 7. Excellent organizational and communication skills are essential. The firm offers comprehensive benefits and opportunities for growth in a collaborative environment.

Qualifications

• 1+ years of experience in a relevant role.
• Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification.

Responsibilities

• Provide tailored education and trading support on margin treatment and risk management.
• Proactive outreach to clients regarding margin calls and options.
• Grow Active Trader segment and oversee onboarding.
• Conduct customized PET platform demos.
• Exhibit problem-solving skills to address client inquiries.
• Work as a liaison between support teams to meet client needs.

Skills

Understanding of securities industry

Excellent organizational skills

Ability to handle multiple tasks

Strong oral/written communication skills

Independent decision-making

Education

Bachelor's Degree preferred

Job description

Active Trader Relationship Manager

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.

Role Responsibilities

• Provide tailored education and trading support on margin treatment, strategy employment, and risk management
• Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey
• Customized PET platform demos
• Comprehensive support including product education, trade facilitation and asset gathering
• Exhibit critical thinking / problem solving skills to address client issues and questions
• Act as a liaison between internal support teams to ensure our client's service needs are met timely
• Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience

Skills

• Thorough understanding of the securities industry including equity, margin, and option trading
• Excellent organizational skills, with the ability to handle multiple tasks
• Ability to work flexible shift assignments
• Ability to remain calm, professional, and in control in a volatile 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 handle and resolve issues

Minimum Qualifications

• Registrations : SIE, Series 7, Series 63, Mass Registration, Trader Certification
• Minimum Years of Experience : 1+ years

Preferred Qualifications

• Bachelor's Degree preferred

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.