Platinum Relationship Manager

About the role

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

• 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 and problem solving skills to address client issues and questions to deliver a world-class experience
• Act as a liaison between internal support teams to ensure clients’ service needs are met in a timely manner
• Develop a thorough understanding of all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley
• Focus on bottom-line performance and continuously 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, 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
• Dedication to exceeding the expectations of clients, passion to excel, and outstanding oral and 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.

Benefits

• 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
• Other special perks reserved for employees