Elite Active Trader Relationship Manager

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

Benefits offered by this job

Medical and dental insurance

Generous vacation and paid time off

401(k) plan with employer match

Job summary

A leading financial services provider is seeking an Active Trader Relationship Manager to enhance client relationships for their active trader segment. The role involves delivering excellent client service, utilizing advanced trading knowledge, and driving client growth through proactive engagement. A minimum of one year of client service experience and relevant certifications are required. This position is located in Gilbert, Arizona, offering a competitive salary range of $85k to $110k per year, along with comprehensive benefits and incentives.

Qualifications

• Minimum 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent).

Responsibilities

• Deliver exceptional client service to active trader clients.
• Utilize deep technical knowledge of trading strategies.
• Manage proactive client outreach.
• Explore opportunities to grow the active trader client segment.

Skills

Client service experience

Technical market analysis

Problem-solving skills

Excellent communication

Education

Bachelor’s Degree

FINRA Series 7 and 63

Job description

A leading financial services provider is seeking an Active Trader Relationship Manager to enhance client relationships for their active trader segment. The role involves delivering excellent client service, utilizing advanced trading knowledge, and driving client growth through proactive engagement. A minimum of one year of client service experience and relevant certifications are required. This position is located in Gilbert, Arizona, offering a competitive salary range of $85k to $110k per year, along with comprehensive benefits and incentives.