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.

Responsibilities

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

Qualifications

• Minimum 1 years 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
• Possess excellent business development and sales skills and desire to consistently achieve top results
• Experience in 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
• 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

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Pay

• For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year.
• For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year.
• For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment.

Schedule

Not specified

Skills

Not specified