Premier Relationship Manager

Position Summary
E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, 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 manager cultivates and deepens client relationships through exceptional high‑touch service for potential high‑net‑worth (HNW) clients.

Responsibilities

Deliver exceptional service and leverage strong sales acumen to engage and build relationships with potential HNW clients.

Conduct proactive, high‑volume outbound calls to strategically connect with and engage potential HNW clients.

Develop thorough understanding of all Morgan Stanley products and services, identifying opportunities for high‑priority clients.

Act as liaison between internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely fashion.

Exceed client expectations and meet specific objectives related to onboarding, deepening, and retaining client relationships through education and white‑glove support.

Identify and gather net new assets from existing E*TRADE clients and prospects.

Educate and guide clients on E*TRADE platforms, demonstrating how to navigate and maximize all aspects of the offering.

Focus on bottom‑line performance, constantly improving overall performance, sales, customer satisfaction, and the entire customer experience.

Mitigate risk through strict adherence to company policies and procedures to ensure a secure and compliant work environment.

Minimum Qualifications

Minimum 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

Bachelor’s Degree.

Excellent business development and sales skills with desire to consistently achieve top results.

Experience understanding the financial needs of retail brokerage clientele.

Excellent organizational skills managing multiple tasks.

Highly collaborative in a team‑oriented environment.

Ability to remain calm, professional, and in control in a fast‑paced business environment.

Passion to exceed client expectations with outstanding oral/written communication skills.

Independent decision‑making skills to manage and resolve issues.

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, 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).

#J-18808-Ljbffr