Elite Platinum Relationship Manager for Premium Clients

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

Job summary

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow its most valuable retail clients. You will build personal connections by understanding investment goals, offer white-glove service, and coordinate with Morgan Stanley products and services.

Within a small team, you will leverage futures and contracts trading knowledge, manage high-volume client interactions, and ensure compliance and excellent client experience while

Qualifications

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

Responsibilities

• Deliver 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 will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley
• Focusing on the bottom-line performance and constantly looking 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
• Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule

Skills

Client service

FINRA Series 7 & 63

High net worth/trader support

Securities industry knowledge

Organizational skills

Professional demeanor

Independent decision-making

Job description

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow its most valuable retail clients. You will build personal connections by understanding investment goals, offer white-glove service, and coordinate with Morgan Stanley products and services.

Within a small team, you will leverage futures and contracts trading knowledge, manage high-volume client interactions, and ensure compliance and excellent client experience while