Premier Relationship Manager
E*TRADE from Morgan Stanley, Alpharetta, GA, United States
Position Summary
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. The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW) clients.
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
Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offer
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 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 client
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
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
Compensation & Benefits In Ohio, the salary range for the position is $75,000.00 to $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.
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. Please visit mybenefits.morganstanley.com to learn more about our benefits.
In Illinois, the salary range for the position is $75,000.00 to $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. Morgan Stanley offers a full spectrum of benefits …
In 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.
Equal Employment Opportunity 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/Vet).
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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
Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offer
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 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 client
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
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
Compensation & Benefits In Ohio, the salary range for the position is $75,000.00 to $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.
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. Please visit mybenefits.morganstanley.com to learn more about our benefits.
In Illinois, the salary range for the position is $75,000.00 to $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. Morgan Stanley offers a full spectrum of benefits …
In 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.
Equal Employment Opportunity 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/Vet).
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