E*TRADE - Platinum Relationship Manager
Company: Morgan Stanley
Posted on: November 18, 2021
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)
Keywords: Morgan Stanley, Alpharetta , E*TRADE - Platinum Relationship Manager, Executive , Alpharetta, Georgia
Didn't find what you're looking for? Search again!