Premier 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. The E*TRADE Premier Relationship Manager aims to deliver an industry-leading client experience for both existing and prospective clients, cultivating and deepening client relationships through exceptional, high-touch service for E*TRADE potential high-net-worth (HNW) clients.

Responsibilities

• Deliver exceptional service and leverage strong sales acumen to effectively engage and build relationships with E*TRADE potential HNW clients
• Conduct proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to high-priority clients
• Act as a liaison between internal support teams and stakeholders to ensure clients’ inquiries, requests, and complex needs are addressed in a timely fashion
• Exceed client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
• Identify and gather net new assets from existing E*TRADE clients and prospects
• Educate and guide clients on the E*TRADE platforms, demonstrating how they can navigate and maximize all aspects of the offering
• 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

Minimum Qualifications

• 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

• Bachelor’s degree
• Excellent business development and sales skills with a desire to consistently achieve top results
• Experience understanding the financial needs of the retail brokerage clientele
• Excellent organizational skills with the ability to manage multiple tasks
• Highly collaborative in a team-oriented environment
• Ability to remain calm, professional, and in control in a fast-paced business environment
• Dedication to exceeding client expectations, passion to excel, and outstanding oral/written communication skills
• Utilize independent decision-making skills to manage and resolve issues

Benefits

• Medical, Prescription Drug, Dental, Vision
• Health Savings Account and Dependent Day Care Savings Account
• Life Insurance and Disability 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

Pay

For New Jersey, Illinois, and California: Base salary range between $75,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.