Elite Platinum Client Advisor

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

Job summary

Morgan Stanley’s E*TRADE Platinum Relationship Manager role focuses on retaining and growing our most valuable retail clients. You will build trusted relationships by understanding investment needs and delivering tailored guidance, education, and access to Morgan Stanley products and services.

You will work with a small team, managing high volumes and providing exceptional service with a focus on accuracy, compliance, and client satisfaction.

Qualifications

• Minimum of 1 year of client service experience.
• FINRA Series 7 and 63, and ability to be registered in all states and territories.
• 1+ years supporting high net worth or active trader clients in a brokerage or financial services environment (preferred).
• Bachelor’s degree.
• Thorough understanding of the securities industry including equity, margin, and option trading.
• Excellent organizational skills with the ability to manage multiple tasks and communicate effectively.

Responsibilities

• Delivering exceptional client service while cultivating relationships with our highest value E*TRADE clients
• Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
• Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
• Acting as a liaison between our internal support teams to ensure our client’s service needs are met timely
• Having a thorough understanding of all Morgan Stanley products and services and identifying opportunities to maximize all aspects of Morgan Stanley
• Focusing on bottom-line performance, improving sales, customer satisfaction and overall customer experience
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment

Skills

Client service

FINRA Series 7/63

Brokerage experience

Securities knowledge

Communication skills

Education

Bachelor’s degree

Job description

Morgan Stanley’s E*TRADE Platinum Relationship Manager role focuses on retaining and growing our most valuable retail clients. You will build trusted relationships by understanding investment needs and delivering tailored guidance, education, and access to Morgan Stanley products and services.

You will work with a small team, managing high volumes and providing exceptional service with a focus on accuracy, compliance, and client satisfaction.