Elite Relationship Manager for High-Value Clients

Morgan Stanley; Georgia; Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical benefits

401(k) retirement plan

Discretionary bonus

Paid time off

Zusammenfassung

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions team seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and deep product knowledge.

You will build personal connections, coordinate with internal teams, facilitate trades, and identify opportunities to maximize client satisfaction and firm growth while adhering to policies.

Qualifikationen

• 1 year of client service experience.
• FINRA Series 7 and 63; ability to be registered in all states.
• Bachelor’s degree (preferred).
• Strong communication and organizational skills.

Aufgaben

• Deliver exceptional client service to high-value E*TRADE clients.
• Provide product education, trade facilitation, and connect clients with Morgan Stanley products.
• Utilize knowledge of futures and contracts trading and perform market analysis.
• Solve client issues with critical thinking and a world-class experience.
• Coordinate with internal teams to meet client service needs.
• Identify opportunities to maximize client engagement and sales.
• Maintain compliance with policies and procedures.

Kenntnisse

Client service

Trading knowledge

Communication skills

Ausbildung

Bachelor's degree

Jobbeschreibung

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions team seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and deep product knowledge.

You will build personal connections, coordinate with internal teams, facilitate trades, and identify opportunities to maximize client satisfaction and firm growth while adhering to policies.