Elite Platinum Wealth Relationship Manager

E*TRADE from Morgan Stanley; Dallas (TX); In loco; USD 85.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

Parental Leave

20 Vacation Days

401(k)

Descrizione del lavoro

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients. You will understand client goals, provide white-glove service, and connect clients with the full Morgan Stanley suite.

You will operate in a small team, manage high-value interactions, ensure compliant, timely service, and leverage market knowledge of futures and contracts.

Competenze

• 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.

Mansioni

• Deliver exceptional client service to Morgan Stanley's high-value clients.
• Provide product education, trade facilitation, and access to Morgan Stanley services.
• Utilize deep knowledge of futures and contracts trading to support clients.

Conoscenze

Client service

Relationship management

Financial products knowledge

Problem solving

Formazione

FINRA Series 7 and 63

Descrizione del lavoro

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients. You will understand client goals, provide white-glove service, and connect clients with the full Morgan Stanley suite.

You will operate in a small team, manage high-value interactions, ensure compliant, timely service, and leverage market knowledge of futures and contracts.