Platinum Relationship Manager

Jobtailor; Arizona; On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a client service professional to retain and grow a valued client base within financial services. You will build personal connections, understand clients' investment goals, and serve as a trusted resource for high-value E*TRADE clients.

You will support a small team, provide product education, facilitate trades, and connect clients with Morgan Stanley products and services. Excellence in client service and problem-solving is essential to succeed in this role.

Qualifications

• 1–2+ years of client service experience within financial services.
• Active Series 7 license.
• Active Series 63 license.
• Thorough understanding of the securities industry, including equity, margin, and option trading.
• Excellent organizational skills and ability to manage multiple tasks.
• Ability to work flexible shift assignments.
• Ability to remain calm, professional, and in control in a volatile business environment.
• Dedication to exceeding client expectations.
• Passion to excel.
• Outstanding oral and written communication skills.
• Independent decision-making skills to manage and resolve issues.

Responsibilities

• Retain and grow Morgan Stanley's most valuable clients.
• Build personal connections by understanding clients' investment needs, goals, and objectives.
• Serve as a trusted resource for high-value E*TRADE clients.
• Support teammate's clients within a small team.
• Provide product education, knowledge, trade facilitation, and connections to Morgan Stanley products and services.
• Deliver exceptional client service and cultivate client relationships.
• Address client issues and questions using critical thinking and problem-solving.
• Liaise with internal support teams to ensure client service needs are met timely.
• Maintain thorough knowledge of Morgan Stanley products and services.
• Identify opportunities to maximize all aspects of Morgan Stanley.
• Improve overall performance, sales, customer satisfaction, and the customer experience.
• Mitigate risk through adherence to company policies and procedures.
• Manage high volumes of client interactions while adhering to a schedule.

Skills

Client Service Experience

Equity Trading

Margin Trading

Option Trading

Trade Facilitation

Product Education

Risk Mitigation

Sales Performance Improvement

Customer Satisfaction Enhancement

Adherence to Policies

Independent Decision-Making

Calm Under Pressure

Dedication to Client Expectations

Outstanding Communication Skills

Job description

• Retain and grow Morgan Stanley's most valuable clients
• Build personal connections by understanding clients' investment needs, goals, and objectives
• Serve as a trusted resource for high-value E*TRADE clients
• Support teammate's clients within a small team
• Provide product education, knowledge, trade facilitation, and connections to Morgan Stanley products and services
• Deliver exceptional client service and cultivate client relationships
• Address client issues and questions using critical thinking and problem-solving
• Liaise with internal support teams to ensure client service needs are met timely
• Maintain thorough knowledge of Morgan Stanley products and services
• Identify opportunities to maximize all aspects of Morgan Stanley
• Improve overall performance, sales, customer satisfaction, and the customer experience
• Mitigate risk through adherence to company policies and procedures
• Manage high volumes of client interactions while adhering to a schedule

Requirements

• 1–2+ years of client service experience within financial services
• Active Series 7 license
• Active Series 63 license
• Thorough understanding of the securities industry, including equity, margin, and option trading
• Excellent organizational skills and ability to manage multiple tasks
• Ability to work flexible shift assignments
• Ability to remain calm, professional, and in control in a volatile business environment
• Dedication to exceeding client expectations
• Passion to excel
• Outstanding oral and written communication skills
• Independent decision-making skills to manage and resolve issues

Core Competencies

Demonstrates expertise in client relationship management within the financial services sector, leveraging strong communication and problem-solving skills to enhance client satisfaction and drive business growth. Holds active Series 7 and Series 63 licenses, with a thorough understanding of the securities industry and trading practices.

Highest-signal resume keywords

• Client Relationship Management
• Active Series 7 License
• Active Series 63 License
• Securities Industry Knowledge
• Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Client Service Experience
• Equity Trading
• Margin Trading
• Option Trading
• Trade Facilitation
• Product Education
• Risk Mitigation
• Sales Performance Improvement
• Customer Satisfaction Enhancement
• Adherence to Policies

Soft Skills

• Organizational Skills
• Communication Skills
• Independent Decision-Making
• Calm Under Pressure
• Dedication to Client Expectations

Certifications & Qualifications

• Series 7 License
• Series 63 License

Industry Keywords

• Financial Services
• Client Interactions
• Investment Needs
• Volatile Business Environment
• Customer Experience