Elite Wealth Relationship Manager

Socket.dev; Alpharetta (GA); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley in Alpharetta, GA is seeking a Platinum Relationship Manager to retain and grow Morgan Stanley’s most valuable clients. You will understand client investment needs and serve as a trusted resource, working within a small team to deliver a world-class client experience.

Responsibilities include product education, trade facilitation and connecting clients with the full Morgan Stanley product suite.

Qualifications

• 1-2+ years of client service experience within financial services.
• Active licenses required: Series 7 and Series 63.
• Bachelor’s degree preferred.

Responsibilities

• Provide comprehensive support including product education, knowledge, trade facilitation and connecting clients with Morgan Stanley products and services.
• Deliver exceptional client service while cultivating relationships with Morgan Stanley’s highest value clients.
• Exhibit critical thinking and problem-solving skills to address client issues and deliver a world-class experience.
• Function as a liaison between internal support teams to ensure client service needs are met timely.
• Identify opportunities to maximize all Morgan Stanley products and services for clients.
• Focus on bottom-line performance and improving overall sales and customer satisfaction.

Skills

Client service

Financial services

Series 7

Series 63

Communication skills

Education

Bachelor’s degree

Job description

Morgan Stanley in Alpharetta, GA is seeking a Platinum Relationship Manager to retain and grow Morgan Stanley’s most valuable clients. You will understand client investment needs and serve as a trusted resource, working within a small team to deliver a world-class client experience.

Responsibilities include product education, trade facilitation and connecting clients with the full Morgan Stanley product suite.