Futures Client Relationship Manager

Morgan Stanley; Chicago (IL); On-site; USD 58,000 - 115,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) plan

Paid time off

Employee assistance program

Diversity and inclusion initiatives

Job summary

An international financial services firm in Chicago is seeking an experienced individual for a customer service role focused on futures trading. The position requires strong problem-solving skills and the ability to communicate effectively with clients about their futures transactions. Candidates should possess at least two years of relevant experience and a willingness to obtain necessary registrations. This role offers a competitive salary and a supportive work environment with comprehensive benefits.

Qualifications

• 2 years of customer-facing, futures-focused brokerage experience required.
• Ability to obtain registrations including Series 3.
• Understanding of futures execution and trading procedures.

Responsibilities

• Provide accurate answers to clients via phone calls.
• Assist clients with futures options order execution.
• Manage inbound calls and inquiries efficiently.

Skills

Customer service skills

Problem-solving skills

Interpersonal skills

Analytical skills

Communication skills

Education

Bachelor’s Degree

Job description

Position Summary:

This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer questions primarily through inbound phone calls; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company’s products and services.

Role Differentiators:

Support Futures clients in the way of futures transactions services, platform education, trade placement, updating expiring positions, margin and risk-related inquiries, buying power and balances reviews, and trade inquiries.

Role Responsibilities:

• Provide timely, accurate, and informative answers via phone calls to clients and internal partners
• Assist clients with futures options order execution, margin treatment, and risk related inquiries
• Provides updates regarding expiring positions and margin calls
• Work in tandem with the Futures Risk Team to address client issues, requests for information, or any regulatory requirements
• Provide operational support in the way of account opening and information gathering
• Effectively communicate ETRADE (ET) policies and procedures, as well as industry regulations, as they relate to various client scenarios
• Manage daily volume of inbound calls and inquiries submitted via Teams channels

Basic Qualifications:

• Registrations (required for role): Series 3, Ability to obtain Mass Registration
• Minimum Years of Experience: 2 years of customer-facing, futures-focused brokerage experience with significant acumen regarding the trading of futures and futures options, margin treatment, and risk management

Preferred Qualifications:

• Bachelor’s Degree preferred
• Thorough understanding of the securities industry and regulations with a particular emphasis on derivatives trading
• Understanding of futures execution, trading procedures, and pricing
• Working knowledge of futures products, margin requirements, and trade processing
• Proven background in trading-focused role with extensive knowledge of margin treatment and risk management
• Ability to work independently and utilize decision-making skills to address and resolve client issues
• Strong work ethic, extraordinary interpersonal skills, and team orientation
• Heightened sense of ownership and responsibility
• Strong written and verbal communication skills
• Attention to detail and strong analytical skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

For Illinois:

Salary range for the position: $58,000.00 and $115,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).