Complex Trade Support Client Relationship Manager
E*TRADE from Morgan Stanley, Chicago, IL, United States
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer questions primarily through inbound phone calls; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company’s products and services.
Role Responsibilities
:Provide timely, accurate, and informative answers via phone calls to clients and internal partner
sAssist clients with complex order execution, margin treatment, and risk-related inquirie
sAnalyze client positions and provide updates regarding expiring positions or procedures and addressing related margin call
sProvide extended support to clients in the way of corporate actions and dividend
sEffectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenario
sManage daily volume of inbound calls and inquiries submitted via Teams channel
sIdentify opportunities to refer clients to a Morgan Stanley Advisor for advic
:Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certificati
onMinimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk manageme
Preferred Skills
ls:Bachelor’s Degree prefer
redThorough understanding of the securities industry and regulations with a particular emphasis on derivatives trad
ingProven background in trading-focused role with extensive knowledge of margin treatment and risk managem
entFamiliarity with Portfolio Margin accounts and treatm
entAbility to work independently and utilize decision-making skills to address and resolve client iss
uesStrong work ethic, extraordinary interpersonal skills, and team orientat
What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 w
Salary range for the position: $58,000.00 and $115,000.00 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. Morgan Stanley offers a full spectrum of benefits, including 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, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offeri
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employ
ees.It is the policy of the Firm to ensure 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.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/V et).
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Role Responsibilities
:Provide timely, accurate, and informative answers via phone calls to clients and internal partner
sAssist clients with complex order execution, margin treatment, and risk-related inquirie
sAnalyze client positions and provide updates regarding expiring positions or procedures and addressing related margin call
sProvide extended support to clients in the way of corporate actions and dividend
sEffectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenario
sManage daily volume of inbound calls and inquiries submitted via Teams channel
sIdentify opportunities to refer clients to a Morgan Stanley Advisor for advic
:Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certificati
onMinimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk manageme
Preferred Skills
ls:Bachelor’s Degree prefer
redThorough understanding of the securities industry and regulations with a particular emphasis on derivatives trad
ingProven background in trading-focused role with extensive knowledge of margin treatment and risk managem
entFamiliarity with Portfolio Margin accounts and treatm
entAbility to work independently and utilize decision-making skills to address and resolve client iss
uesStrong work ethic, extraordinary interpersonal skills, and team orientat
What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 w
Salary range for the position: $58,000.00 and $115,000.00 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. Morgan Stanley offers a full spectrum of benefits, including 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, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offeri
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employ
ees.It is the policy of the Firm to ensure 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.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/V et).
#J-18808-Ljbffr