Onsite Platinum Relationship Manager

Posted 12 hours ago

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About the role

  • Comprehensive support including product education, knowledge, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
  • Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients
  • Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
  • Function as a liaison between our internal support teams to ensure our client’s service needs are met timely
  • Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley
  • Focusing on the bottom-line performance and constantly looking at 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
  • Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule

Requirements

  • 1-2 + years of client service experience within financial services
  • Active Licenses: Series 7 and Series 63
  • Bachelor’s degree preferred
  • Thorough understanding of the securities industry including equity, margin, and option trading
  • Excellent organizational skills with the ability to manage 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 manage and resolve issues

Benefits

  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
  • Other special perks reserved for our employees

Job title

Platinum Relationship Manager

Job type

Experience level

JuniorMid level

Salary

$65,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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