Premium Client Advisor – Wealth Solutions

Morgan Stanley; Alpharetta (GA); On-site; USD 65,000 - 110,000; Full time

Job summary

Morgan Stanley’s Platinum Relationship Manager role focuses on retention and growth of the firm’s most valuable clients, including E*TRADE clients. You will build personal connections by understanding investment needs, goals, and objectives, while delivering a world-class experience in a dynamic team setting.

You will cultivate long-term relationships, leverage Morgan Stanley’s breadth of products, and strive to maximize client outcomes with integrity and client-first service.

Qualifications

• 1-2+ years of client service experience within financial services.
• Active licenses: Series 7 and Series 63.
• Bachelor’s degree preferred.
• Thorough understanding of the securities industry including equity, margin, and option trading.

Responsibilities

• Comprehensive support including product education, knowledge, trade facilitation and connecting Morgan Stanley products and services.
• Deliver exceptional client service while cultivating relationships with our highest value 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 identifying opportunities to maximize all aspects of Morgan Stanley.
• Focusing on the bottom-line performance and improving 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

Financial services

Series 7

Series 63

Education

Bachelor’s degree

Job description

Morgan Stanley’s Platinum Relationship Manager role focuses on retention and growth of the firm’s most valuable clients, including E*TRADE clients. You will build personal connections by understanding investment needs, goals, and objectives, while delivering a world-class experience in a dynamic team setting.

You will cultivate long-term relationships, leverage Morgan Stanley’s breadth of products, and strive to maximize client outcomes with integrity and client-first service.