Premium Relationship Manager – HNW Client Solutions

E*TRADE from Morgan Stanley; Alpharetta (GA); On-site; USD 75,000 - 110,000; Full time

Job summary

E*TRADE Premier Relationship Manager within Morgan Stanley delivers industry-leading service to existing and prospective high‑net‑worth clients, connecting them with the full scope of firm benefits and products. The role focuses on cultivating deep client relationships with high-touch support and education about E*TRADE platforms.

Responsibilities include proactive outreach, cross‑selling opportunities, and coordinating with internal teams to meet onboarding and retention goals while maintaining

Qualifications

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

Responsibilities

• Deliver exceptional service and leverage sales acumen to engage and build relationships with potential high‑net‑worth clients.
• Conduct proactive outbound calls to connect with and engage potential HNW clients.
• Develop understanding of Morgan Stanley products/services and identify opportunities to offer the firm to key clients.
• Act as a liaison to ensure client inquiries and complex needs are addressed promptly.
• Exceed client expectations and support onboarding, deepening, and retention with education and white‑glove service.
• Identify and gather net new assets from existing clients and prospects.
• Educate clients on E*TRADE platforms and how to maximize offerings.
• Focus on performance, sales, satisfaction, and overall customer experience.

Skills

Client service

Sales skills

Outbound calls

Relationship building

Financial product knowledge

Education

FINRA Series 7 and 63

Bachelor’s Degree

Job description

E*TRADE Premier Relationship Manager within Morgan Stanley delivers industry-leading service to existing and prospective high‑net‑worth clients, connecting them with the full scope of firm benefits and products. The role focuses on cultivating deep client relationships with high-touch support and education about E*TRADE platforms.

Responsibilities include proactive outreach, cross‑selling opportunities, and coordinating with internal teams to meet onboarding and retention goals while maintaining