Premier Wealth Relationship Manager

Morgan Stanley; Chicago (IL); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley’s Platinum Relationship Manager role focuses on retaining and growing our most valuable E*TRADE clients, delivering tailored investment guidance and connecting clients with Morgan Stanley’s full suite of products and services. You will work in a small team, provide world-class service, and leverage deep product knowledge to maximize client outcomes while upholding regulatory standards.

A 1-2+ year client service background and Series 7/63 licenses are required, with a bachelor’s

Qualifications

• 1-2+ years of client service experience within financial services.
• Active Series 7 and Series 63 licenses.
• Bachelor’s degree preferred.

Responsibilities

• Comprehensive support including product education, knowledge, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services.
• Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients.
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
• Function 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.
• Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

Skills

Client service experience

Strong communication skills

Problem solving

Education

Bachelor’s degree

Series 7 and Series 63 licenses

Job description

Morgan Stanley’s Platinum Relationship Manager role focuses on retaining and growing our most valuable E*TRADE clients, delivering tailored investment guidance and connecting clients with Morgan Stanley’s full suite of products and services. You will work in a small team, provide world-class service, and leverage deep product knowledge to maximize client outcomes while upholding regulatory standards.

A 1-2+ year client service background and Series 7/63 licenses are required, with a bachelor’s