Premier HNW Client Solutions Lead

Morgan Stanley; Sandy (UT); On-site; USD 75,000 - 110,000; Full time

Job summary

The E*TRADE Premier Relationship Manager role within Morgan Stanley aims to deliver an industry-leading client experience for existing and prospective E*TRADE clients, connecting them with Morgan Stanley's full range of benefits, products, and services to meet their financial needs.

You will cultivate and deepen client relationships through high-touch service for potential HNW clients, conducting proactive outreach and collaborating with internal teams to ensure timely, compliant solutions and

Qualifications

• Minimum 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent).
• Ability to be registered in all states and territories.
• Bachelor’s Degree is preferred.
• Excellent business development and sales skills.
• Experience understanding the financial needs of the retail brokerage clientele.
• Excellent organizational skills with ability to manage multiple tasks.
• Highly collaborative in a team-oriented environment.
• Ability to remain calm, professional and in control in a fast-paced business environment.
• Outstanding oral/written communication skills.

Responsibilities

• Delivering exceptional service and leveraging strong sales acumen to engage and build relationships with potential HNW clients.
• Conducting proactive, high-volume outbound calls to connect with potential HNW clients.
• Developing a thorough understanding of Morgan Stanley products and services and identifying opportunities to deliver to high-priority clients.
• Acting as a liaison between internal support teams and stakeholders to ensure inquiries are addressed timely.
• Exceeding client expectations and achieving onboarding, deepening, and retention goals through education and white-glove support.
• Identifying and gathering net new assets from existing E*TRADE clients and prospects.
• Educating clients on the E*TRADE platforms and how to maximize offerings.
• Focusing on bottom-line performance and improving sales, customer satisfaction, and overall experience.

Skills

Client service

Sales skills

Communication skills

Team collaboration

Education

Bachelor’s Degree

FINRA Series 7/63

Job description

The E*TRADE Premier Relationship Manager role within Morgan Stanley aims to deliver an industry-leading client experience for existing and prospective E*TRADE clients, connecting them with Morgan Stanley's full range of benefits, products, and services to meet their financial needs.

You will cultivate and deepen client relationships through high-touch service for potential HNW clients, conducting proactive outreach and collaborating with internal teams to ensure timely, compliant solutions and