Premier Relationship Manager

Morgan Stanley; Roseville (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for advancement

Collaborative work environment

Job summary

A leading financial services firm is seeking a Priority Relationship Manager to enhance client relationships. This role involves delivering exceptional service, understanding financial products, and educating clients on E*TRADE platforms. Candidates should possess strong communication skills, be collaborative, and have at least 1 year of financial services experience. The firm values client-first strategies and offers comprehensive employee benefits. Join a dynamic team committed to excellence and growth.

Qualifications

• 1+ years of financial services experience required.
• Series 7, Series 63, Mass Registration necessary.
• Ability to work in a fast-paced environment while managing multiple tasks.

Responsibilities

• Deliver exceptional service to E*TRADE Priority clients.
• Identify and gather new assets from E*TRADE clients.
• Educate clients on the E*TRADE platforms.

Skills

Business development

Client relationship management

Strong communication skills

Organizational skills

Education

Bachelor’s Degree preferred

Tools

CRM tools

Job description

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Position Summary

E*TRADE Priority 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 Priority Relationship Manager is responsible for cultivating and deepening client relationships through exceptional, high‑touch service for E*TRADE’s most valued clients.

Role Responsibilities

• Deliver exceptional service while building and cultivating relationships with our E*TRADE Priority clients
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Act as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
• Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education
• Identify and gather net new assets from existing E*TRADE clients and prospects
• Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs
• Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs

Role Differentiators

• Service Households with 250K - $1MM AUM with Total Wealth of $1million+
• Book of business established by engaging opportunities from daily outbound call efforts to build and deepen relationships

Minimum Qualifications

• Minimum Years of Experience: 1+ years of financial services experience
• Registrations: Series 7, Series 63, Mass Registration

Preferred Skills

• Possess excellent business development and marketing skills and desire to consistently achieve top results
• Experience in understanding the financial needs of the retail brokerage clientele
• Strong technical aptitude to navigate a variety of financial services and client relationship management (‘CRM’) tools
• Highly collaborative in a team‑oriented environment
• Excellent organizational and time management skills, and ability to work in a fast‑paced environment while handling multiple tasks
• Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast‑paced environment
• Bachelor’s Degree preferred

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-offices into your browser.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).