Platinum 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.

Responsibilities

• Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients
• Provide comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
• Utilize deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills
• Exhibit critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
• Act as a liaison between our internal support teams to ensure our client’s service needs are met timely
• Have a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley
• Focus on the bottom-line performance and constantly look for ways to improve overall performance, sales, customer satisfaction and the entire customer experience
• Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment
• Effectively manage high volumes of client interactions, demonstrate strong organizational skills and a commitment to adhering to a schedule

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
• 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

Pay

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.

Schedule

Details regarding the schedule are not specified in the job posting.