MS
Morgan StanleyPlatinum Relationship Manager
Platinum Relationship Manager retaining and growing E*TRADE’s most valuable clients. Providing exceptional service and support while managing client relations within Morgan Stanley’s offerings.
About the role
- Proactively communicating with customers and Leasing vendor partners regarding Leasing product sales.
- Contributing in daily duties to sales of Leasing product with high quality and efficiency.
- Executing tasks according to defined process descriptions.
- Cooperating and assisting other teams and/or within the team in troubleshooting/resolving tasks.
- Ensuring proper handling of customer related documents and quality.
- Collecting and entering information and documents related to customers, assets and transactions to our systems, preparing offers, screening information.
- Following up of customers’ application process.
- Ensuring data quality and entering data into systems according to existing quality standards, processes, and procedures.
Requirements
- If you are familiar with Leasing products, processes and IT systems - that is an added bonus.
- Focus on the customer is your priority.
- You are detail oriented, accurate, and have good prioritization skills.
- You can easily collaborate and effectively communicate.
- Professional efficiency with MS Office.
- Preferably, you should have completed or be currently pursuing a degree in finance, economics, or business management.
- Fluent English is required in spoken and written communication due to working on the Pan-Baltic level.
Benefits
- Flexibility. Flexible working hours, Hybrid work, and the possibility to work from anywhere in the EU, Iceland, Switzerland, and the UK (in total 90 days per year).
- International teams. Teams that go outside Pan-Baltic borders, where people value challenging work together with good humor and having fun.
- Culture. You’ll be joining a team where things move fast, ideas flow freely, and change is part of the everyday. It’s a dynamic environment that keeps you learning, growing, and never bored.
- More vacation. Additional weeks of vacation are available to all employees who have been in the company for 1 year or more.
- Volunteer time off. We care about giving back to society, therefore, you will get additional days off for volunteering purposes.
- Paid leave. We are proud of our employees who are participating in military training. Therefore, Luminor offers 30 fully paid calendar days for military training every year.
- Health benefits. A competitive benefits package in addition to your salary that includes health insurance after the first 3 months pass in all three Baltic states, as well as Health days in case of your absence due to sickness without a doctor's note needed.
- Wellbeing. Access to tools and resources that help you feel good and be productive at work and in life.
- Professional growth. Internal and external training programs, LinkedIn learning, workshops, conferences, online training, etc.
- Special Offer for Luminor products & services. Enjoy special offers & pricing for products and services provided by Luminor.
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