Active Trader Relationship Manager
About the role
The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Responsibilities
- Delivering exceptional client service while cultivating relationships with E*TRADE active trader clients
- Providing comprehensive support including product education, trade facilitation, platform demos and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
- Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills
- Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
- Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey
- Exhibiting critical thinking / problem solving skills to address client issues and questions
- Acting as a liaison between internal support teams to ensure our client’s service needs are met timely
- Demonstrating a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
- Focusing on the bottom-line performance and constantly look 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
Requirements
Minimum 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
- Excellent organizational skills with the ability to manage multiple tasks
- Able to remain calm, professional and in control in a fast-paced business environment
- 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
Benefits
Salary range for the position: $85,000.00 and $110,000.00 per year.
The successful candidate may be eligible for an annual discretionary incentive compensation award.
The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.