Wealth Relationship Manager - High-Touch Client Experience

Morgan Stanley; Los Angeles (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company offers a competitive salary between $75,000 and $110,000 per year, along with various incentive programs. Candidates must possess strong communication skills, technical aptitude, and a desire to excel in a fast-paced environment.

Qualifications

• 1+ year of financial services experience required.
• Registrations: Series 7, Series 63, Mass Registration.

Responsibilities

• Deliver exceptional service to E*TRADE Priority clients.
• Identify referral opportunities for Morgan Stanley advisors.
• Educate clients on E*TRADE platforms.

Skills

Business development

Marketing skills

Client relationship management

Technical aptitude

Organizational skills

Communication skills

Team collaboration

Education

Bachelor’s Degree (preferred)

Tools

CRM tools

Job description

A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company offers a competitive salary between $75,000 and $110,000 per year, along with various incentive programs. Candidates must possess strong communication skills, technical aptitude, and a desire to excel in a fast-paced environment.