Premier Relationship Manager

Morgan Stanley; Alpharetta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley's E TRADE Premier Relationship Manager position focuses on delivering an industry-leading client experience for existing and prospective E TRADE clients, connecting them with the breadth of Morgan Stanley products and services to meet their financial needs.

The role emphasizes cultivating deep relationships with high-net-worth clients through high-touch service, outbound outreach, and guiding clients on E*TRADE platforms, while upholding risk controls and fiduciary standards.

Qualifications

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

Responsibilities

• Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E TRADE potential HNW clients
• Conducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
• Developing a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Acting as a liaison between internal support teams and stakeholders to ensure client's inquiries, requests, and complex needs are addressed in a timely fashion
• Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
• Identifying and gathering net new assets from existing E TRADE clients and prospects
• Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• 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.

Skills

Client service

Sales

HNW clients

Education

Bachelor's Degree

Job description

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

E TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E TRADE from Morgan Stanley has to offer to meet their financial needs. The E TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E TRADE potential high-net worth (HNW)clients.

Responsibilities

• Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E TRADE potential HNW clients
• Conducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
• Developing a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Acting as a liaison between internal support teams and stakeholders to ensure client's inquiries, requests, and complex needs are addressed in a timely fashion
• Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
• Identifying and gathering net new assets from existing E TRADE clients and prospects
• Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• 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.

Minimum Qualifications

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

Preferred Qualifications

• Bachelor's Degree
• Possess excellent business development and sales skills and desire to consistently achieve top results
• Experience in understanding the financial needs of the retail brokerage clientele
• Excellent organizational skills with the 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
• 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

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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-o