Premier Relationship Manager

Position Summary

The E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from 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

Minimum 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

What You Can Expect From Morgan Stanley

• We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
• We are committed to ensuring equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
• We are committed to diversifying our workforce and reflecting our standards of integrity and excellence.

Pay

For New Jersey: Salary range for the position: $75,000.00 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.

For Illinois: Salary range for the position: $75,000.00 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.

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. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.