Active Trader Relationship Manager

Active Trader Relationship Manager
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Position Summary:
The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM's will focus on deepening relationships through frequent and proactive outreach catered to client's unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients.

Responsibilities:

Delivering exceptional client service while cultivating relationships with E*TRADE active trader clients

Providing comprehensive support including product education, trade facilitation, platform demos and connecting E*TRADE clients with the full suite of Morgan Stanley products and services

Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills

Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls

Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey

Exhibiting critical thinking / problem solving skills to address client issues and questions

Acting as a liaison between internal support teams to ensure our client's service needs are met timely

Demonstrating a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm

Focusing on the bottom-line performance and constantly look 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 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

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

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