Elite Relationship Manager for Premier Wealth Clients

Morgan Stanley; Tampa (FL); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions (ETPS) team seeks a Platinum Relationship Manager to retain and grow our most valuable clients by understanding their investment needs and goals, and by delivering the full Morgan Stanley suite of products and services.

You will work in a small team, deliver world-class client service, manage high client interactions, and leverage a deep knowledge of securities, equity, margin, and options trading to maximize opportunities for

Qualifications

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

Responsibilities

• Comprehensive support including product education, knowledge, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services.
• Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients.
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
• Function 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.
• Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

Skills

Client service

Financial services

Education

Bachelor’s degree

Job description

Morgan Stanley's E*TRADE Premium and Specialty Client Solutions (ETPS) team seeks a Platinum Relationship Manager to retain and grow our most valuable clients by understanding their investment needs and goals, and by delivering the full Morgan Stanley suite of products and services.

You will work in a small team, deliver world-class client service, manage high client interactions, and leverage a deep knowledge of securities, equity, margin, and options trading to maximize opportunities for