Active Trader Relationship Manager

Morgan Stanley • Sandy, UT

22d • $65,000 - $110,000

About The Position

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM’s will focus on deepening relationships through frequent and proactive outreach catered to client’s unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients. Role Responsibilities: Provide tailored education and trading support on margin treatment, strategy employment, and risk management Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey Customized PET platform demos Comprehensive support including product education, trade facilitation and asset gathering Exhibit critical thinking / problem solving skills to address client issues and questions Act as a liaison between internal support teams to ensure our client’s service needs are met timely Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience Priority review on workflow requests, operational items

Requirements

• 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
• Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
• Minimum Years of Experience: 1+ years

Nice To Haves

• Bachelor’s Degree preferred

Responsibilities

• Provide tailored education and trading support on margin treatment, strategy employment, and risk management
• Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey
• Customized PET platform demos
• Comprehensive support including product education, trade facilitation and asset gathering
• Exhibit critical thinking / problem solving skills to address client issues and questions
• Act as a liaison between internal support teams to ensure our client’s service needs are met timely
• Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
• Priority review on workflow requests, operational items

Benefits

• Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees