Platinum Relationship Manager
Morgan Stanley, Chicago, IL, United States
Platinum Relationship Manager
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. As a Platinum Relationship Manager, you will help drive our industry leading service culture by: Delivering exceptional client service while cultivating relationships with our highest value E*TRADE clients Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience Acting as a liaison between our internal support teams to ensure our client's service needs are met timely Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley 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 Effectively managing 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 Must be 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. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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.
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. As a Platinum Relationship Manager, you will help drive our industry leading service culture by: Delivering exceptional client service while cultivating relationships with our highest value E*TRADE clients Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience Acting as a liaison between our internal support teams to ensure our client's service needs are met timely Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley 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 Effectively managing 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 Must be 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. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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.