Senior Trade Support & Client Relations (Derivatives & Margin)

Morgan Stanley; Chicago (IL); On-site; USD 58,000 - 115,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan

Paid Time Off

Disability Insurance

Dependent Day Care Savings Account

Job summary

Morgan Stanley in Chicago is looking for a customer service representative to manage client inquiries and assist with complex trading needs. The ideal candidate will have at least 2 years of brokerage experience, particularly in derivatives trading and risk management.

This role demands exceptional problem-solving skills and the ability to provide timely, accurate information to clients via phone, alongside managing a high volume of inquiries.

Salary for this position ranges from $58,000 to $115,000 per year, complemented by a comprehensive benefits package.

Qualifications

• 2 years of customer-facing, brokerage experience.
• Strong understanding of derivatives trading and margin treatment.
• Experience in a trading-focused role.

Responsibilities

• Provide timely, accurate answers to clients via phone.
• Assist with complex order execution and margin inquiries.
• Manage inbound calls and inquiries effectively.
• Identify opportunities for client referrals to advisors.

Skills

Customer Service

Problem Solving Skills

Brokerage Experience

Knowledge of Derivatives

Risk Management

Interpersonal Skills

Education

Bachelor’s Degree

Tools

ETRADE Systems

Job description

Morgan Stanley in Chicago is looking for a customer service representative to manage client inquiries and assist with complex trading needs. The ideal candidate will have at least 2 years of brokerage experience, particularly in derivatives trading and risk management.

This role demands exceptional problem-solving skills and the ability to provide timely, accurate information to clients via phone, alongside managing a high volume of inquiries.

Salary for this position ranges from $58,000 to $115,000 per year, complemented by a comprehensive benefits package.