Morgan Stanley
The E*TRADE Premium and Specialty Client Solutions (ETPS) organization aims to deliver an industry‑leading client experience to Morgan Stake Trade’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Platinum Relationship Manager will be responsible for the retention and growth of Morgan Stanley’s most valuable clients. Through frequent and purpose‑driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client’s investment needs, goals, and while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world‑class experience by supporting their teammate’s clients.
Responsibilities
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.
Exhibit 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.
Have a thorough understanding of all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley.
Focus on bottom‑line performance and constantly look for 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.
Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
Required Qualifications
1–2 + years of client service experience within financial services
Active Licenses: Series 7 and Series 63
Preferred Qualifications
Bachelor’s degree
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
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
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities and the more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Salary range: $65,000 to $110,000 per year. Incentive compensation may be offered.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Platinum Relationship Manager will be responsible for the retention and growth of Morgan Stanley’s most valuable clients. Through frequent and purpose‑driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client’s investment needs, goals, and while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world‑class experience by supporting their teammate’s clients.
Responsibilities
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.
Exhibit 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.
Have a thorough understanding of all Morgan Stanley products and services and identify opportunities to maximize all aspects of Morgan Stanley.
Focus on bottom‑line performance and constantly look for 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.
Effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
Required Qualifications
1–2 + years of client service experience within financial services
Active Licenses: Series 7 and Series 63
Preferred Qualifications
Bachelor’s degree
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
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
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities and the more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Salary range: $65,000 to $110,000 per year. Incentive compensation may be offered.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#J-18808-Ljbffr