Premium Client Relationship Manager

E*TRADE from Morgan Stanley; Sandy (UT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Morgan Stanley’s E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and connecting clients with Morgan Stanley products and services.

Responsibilities include high-touch client service, education on products, and leveraging futures/contract trading knowledge. Strong communication and problem-solving are essential in our fast-paced environment.

Qualifications

• Minimum of 1 year of client service experience.
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories.
• Preferred: 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment.
• Thorough understanding of the securities industry including equity, margin, and option trading.
• Excellent organizational skills with the ability to manage multiple tasks.
• 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.

Responsibilities

• Delivering exceptional client service while cultivating relationships with our highest value E*TRADE clients.
• Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services.
• Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills.
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
• Acting 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.
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.

Skills

Client service

Communication

Organization

Education

FINRA Series 7 and 63

Job description

Morgan Stanley’s E*TRADE Premium and Specialty Client Solutions seeks a Platinum Relationship Manager to retain and grow our most valuable retail clients, delivering white-glove service and connecting clients with Morgan Stanley products and services.

Responsibilities include high-touch client service, education on products, and leveraging futures/contract trading knowledge. Strong communication and problem-solving are essential in our fast-paced environment.