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)
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