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E*TRADE - Platinum Relationship Manager

Company: Morgan Stanley
Location: Alpharetta
Posted on: November 18, 2021

Job Description:

The Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable clients. Through frequent and proactive client contacts, the Relationship Manager will cultivate personal relationships, gain an understanding of the client's investment needs, goals, objectives and become a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience to their book of clients. This role may be eligible for a Sign-On bonus. Responsibilities As a Relationship Manager, you will help drive our industry leading service culture by: * Comprehensive support including product education, trade facilitation and asset gathering. * Exceeding all client expectations and must be capable of meeting specific objectives relating to the retention and growth of their book of clients. * Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience. * Act as a liaison between our internal support teams to ensure our client's service needs are met timely. * Having a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to maximize all aspects of E*TRADE Financial. * Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience. Basic * Minimum of 1-year brokerage experience required. * Series 7/63 license required. Preferred * Bachelor's Degree * 2 years brokerage experience * Thorough understanding of the securities industry including equity, margin, and option trading. * Excellent organizational skills, with the ability to handle multiple tasks. * Ability to work flexible shift assignments. * Ability to remain calm, professional, and in control in a volatile 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 handle and resolve issues. Securities products and services are offered by E*TRADE Securities LLC, Member SIPC. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet) #etrade

Keywords: Morgan Stanley, Alpharetta , E*TRADE - Platinum Relationship Manager, Executive , Alpharetta, Georgia

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