Premier 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

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

Deliver exceptional service and leverage strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW clients.
Conduct proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients.
Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients.
Act as a liaison between internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely fashion.
Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of 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 the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering.
Focus on bottom-line performance and constantly look for ways to improve overall performance, sales, customer satisfaction, and the entire customer experience.
Mitigate 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

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 clientele.
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 issues.
Compensation

Salary range: $75,000 – $110,000 per year. An annual discretionary incentive compensation award and potential participation in the relevant business unit’s incentive compensation plan may be available. 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, 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. Additional special perks are available. For more information, visit mybenefits.morganstanley.com.
EEO Statement

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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 stereotype, 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.

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