Elite Relationship Manager for High-Value Clients

Userc Dehradun; Alpharetta (GA); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley in Alpharetta, GA is hiring a Senior Platinum Relationship Manager to retain and grow our most valuable E*TRADE clients. You will deliver a world-class client experience by understanding investment needs, coordinating product education, and connecting clients with Morgan Stanley's full range of services.

This on-site role requires 1-2 years in client service within financial services, licenses Series 7 and 63, and strong communication.

Qualifications

• 1-2+ years of client service experience within financial services.
• Active Licenses: Series 7 and Series 63.
• Excellent communication and organizational skills.

Responsibilities

• Provide comprehensive support including product education, trade facilitation, and connecting clients with Morgan Stanley products and services.
• Deliver exceptional client service while cultivating relationships with high-value E*TRADE clients.
• Serve as a liaison between internal teams to meet client service needs in a timely manner.

Job description

Morgan Stanley in Alpharetta, GA is hiring a Senior Platinum Relationship Manager to retain and grow our most valuable E*TRADE clients. You will deliver a world-class client experience by understanding investment needs, coordinating product education, and connecting clients with Morgan Stanley's full range of services.

This on-site role requires 1-2 years in client service within financial services, licenses Series 7 and 63, and strong communication.