Elite Wealth Relationship Manager

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

Benefits offered by this job

Medical benefits

401(k) plan

Paid Time Off

Job summary

A leading financial services firm is seeking a Platinum Relationship Manager responsible for fostering relationships with high-value clients. Ideal candidates will have at least one year of client service experience and necessary FINRA licenses. The role demands a focus on exceptional service, utilizing strong problem-solving and organizational skills to ensure clients' needs are met while promoting Morgan Stanley products and services. This position offers a competitive salary and comprehensive benefits package.

Qualifications

• Minimum of 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent), registered in all states.

Responsibilities

• Deliver exceptional client service to valuable E*TRADE clients.
• Provide comprehensive support and product education.
• Exhibit critical thinking skills to solve client issues.
• Act as a liaison between support teams to meet client needs.

Skills

Client service experience

Technical market analysis

Problem solving

Organizational skills

Communication skills

Education

FINRA Series 7 and 63 licenses

Job description

A leading financial services firm is seeking a Platinum Relationship Manager responsible for fostering relationships with high-value clients. Ideal candidates will have at least one year of client service experience and necessary FINRA licenses. The role demands a focus on exceptional service, utilizing strong problem-solving and organizational skills to ensure clients' needs are met while promoting Morgan Stanley products and services. This position offers a competitive salary and comprehensive benefits package.