Platinum Relationship Manager

E*TRADE from Morgan Stanley; Alpharetta (GA); Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical insurance

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,Par

Parental Leave

Vacation Days

401(k)

Short/Long Term Disability

Zusammenfassung

Morgan Stanley's Platinum Relationship Manager role within ETPS focuses on retaining and growing the firm's most valuable retail clients. You will gain a deep understanding of client investment needs and coordinate access to Morgan Stanley's broad products and services while delivering a white-glove service.

You will work in a small team and handle high-value client interactions with a focus on risk and compliance.

Qualifikationen

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

Aufgaben

• Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients
• Provide comprehensive support including product education, trade facilitation and connecting clients with Morgan Stanley products and services
• Utilize deep technical knowledge of futures and contracts trading, along with strong market analysis skills
• Address client issues and questions to deliver a world-class experience
• Coordinate with internal support teams to meet client service needs timely
• Identify opportunities to maximize all Morgan Stanley products and services
• Focus on bottom-line performance, sales, customer satisfaction and overall experience
• Mitigate risk by adhering to company policies and procedures
• Manage high volumes of client interactions with strong organizational skills

Kenntnisse

Client service

Communication skills

Problem solving

Jobbeschreibung

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary:

The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable and complex retail clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering white-glove dedicated service experience to all clients.

Responsibilities:

As a Platinum Relationship Manager, you will help drive our industry leading service culture by:

• 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

Minimum Qualifications:

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

Preferred Qualifications:

• 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
• Thorough understanding of the securities industry including equity, margin, and option trading
• Excellent organizational skills with the ability to manage multiple tasks
• Ability to remain calm, professional and in control in a fast-paced business environment
• Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
• Utilize independent decision-making skills to manage and resolve issues
  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.

  For New Jersey:

  Salary range for the position: $85,000.00 and $110,000.00 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.

  Salary range for the position: $85,000.00 and $110,000.00 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.

  For California:

  Expected base pay rates for the role will be between $85,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

  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).