Elite Active Trader Relationship Manager

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

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Generous paid time off

Job summary

A global financial services firm in Chicago is seeking an Active Trader Relationship Manager to enhance client relationships and deliver top-tier service. This role involves comprehensive support, educating clients on trading products, and fostering client engagement. The ideal candidate has at least one year of client service experience, relevant FINRA licensing, and excel in communication. A Bachelor's degree is preferred. Competitive salary plus benefits included.

Qualifications

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

Responsibilities

• Deliver exceptional client service to active trader clients.
• Provide product education, trade facilitation, and platform demos.
• Grow the Active Trader client segment by uncovering outside assets.
• Demonstrate thorough understanding of ETRADE and Morgan Stanley products.

Skills

Client service

Technical market analysis

Relationship management

Problem solving

Communication skills

Education

Bachelor’s Degree

Tools

Trading platforms

Margin trading

Options trading

Job description

A global financial services firm in Chicago is seeking an Active Trader Relationship Manager to enhance client relationships and deliver top-tier service. This role involves comprehensive support, educating clients on trading products, and fostering client engagement. The ideal candidate has at least one year of client service experience, relevant FINRA licensing, and excel in communication. A Bachelor's degree is preferred. Competitive salary plus benefits included.