Elite Relationship Manager for High-Value Clients

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

Job summary

Morgan Stanley seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and a deep understanding of investment goals. You will provide product education, trade facilitation, and connect clients with Morgan Stanley's full suite of products and services, leveraging futures and contracts knowledge and market insights.

The role requires strong communication, cross-team collaboration, and a disciplined approach to risk, compliance, and

Qualifications

• Minimum of 1 year of client service experience.
• FINRA Series 7 and 63 required (or equivalent).
• Ability to be registered in all states and territories.

Responsibilities

• Delivering 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

Financial services knowledge

Job description

Morgan Stanley seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and a deep understanding of investment goals. You will provide product education, trade facilitation, and connect clients with Morgan Stanley's full suite of products and services, leveraging futures and contracts knowledge and market insights.

The role requires strong communication, cross-team collaboration, and a disciplined approach to risk, compliance, and