Address
Form of workThe 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.
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.
Qualifications:
Basic Qualifications
- Minimum of 1-year brokerage experience required.
- Series 7/63 license required.
Preferred Qualifications
- 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
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, sex stereotype, 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).
