Platinum Relationship Manager at Morgan Stanley

Platinum Relationship Manager

The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable and complex retail clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering white-glove dedicated service experience to all clients.

Responsibilities:

As a Platinum Relationship Manager, you will help drive our industry leading service culture by:

• 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

Minimum 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 Qualifications:

• 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
• Bachelor's degree
• 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