Elite Priority Client Relationship Manager

E*TRADE from Morgan Stanley; Gilbert (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Support for work-life balance

Job summary

A leading financial services firm is seeking a Manager, Talent Delivery in Gilbert, Arizona. The ideal candidate will excel in building client relationships and providing exceptional service to high-value clients. You will need at least 1 year of financial services experience, relevant registrations, and strong communication skills. This full-time role requires a team-oriented approach and a dedication to client satisfaction, offering opportunity for growth in a dynamic environment.

Qualifications

• 1+ years of financial services experience.
• Registrations: Series 7, Series 63, Mass Registration.

Responsibilities

• Deliver exceptional service while building relationships with clients.
• Develop understanding of all products and services for clients.
• Act as a liaison between teams to address client needs.

Skills

Business development and marketing skills

Understanding financial needs of retail brokerage clientele

Technical aptitude for CRM tools

Collaboration in a team environment

Organizational and time management skills

Exceptional communication skills

Positive initiative and leadership

Education

Bachelor’s Degree

Job description

A leading financial services firm is seeking a Manager, Talent Delivery in Gilbert, Arizona. The ideal candidate will excel in building client relationships and providing exceptional service to high-value clients. You will need at least 1 year of financial services experience, relevant registrations, and strong communication skills. This full-time role requires a team-oriented approach and a dedication to client satisfaction, offering opportunity for growth in a dynamic environment.