ETRADE Client Experience Team, AVP
About The Position
Morgan Stanley is seeking a dynamic and experienced Assistant Vice President to join our ETRADE Client Experience Team. This role is pivotal in enhancing the client journey by ensuring exceptional service delivery and continuous improvement of our client-facing processes. The successful candidate will be responsible for leading initiatives that drive client satisfaction, loyalty, and engagement. This role focuses on providing administrative support to enhance the efficiency and effectiveness of our client experience initiatives. The successful candidate will be responsible for managing event logistics, tracking budgets, and maintaining essential documentation to support the team's objectives.
Requirements
- Bachelor's degree in Business, Marketing, or a related field
- Minimum of 5 years of experience in client experience, customer service, or a related field, with at least 3 years in a leadership role.
- Strong understanding of the financial services industry, particularly online brokerage services.
- Strong organizational skills with a keen attention to detail.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills.
- Ability to work collaboratively in a fast-paced, dynamic environment.
Responsibilities
- Client Experience Enhancement: Analyze client feedback and data to identify areas for improvement.
- Design and implement innovative solutions to enhance the client journey.
- Monitor industry trends and best practices to ensure ETRADE remains at the forefront of client experience excellence.
- Project Management: Oversee the execution of client experience projects.
- Ensure projects are delivered on time, within scope, and within budget.
- Coordinate with internal stakeholders to ensure seamless project integration.
- Administrative Support: Track and manage event budgets to ensure financial efficiency and compliance.
- Submit and process EnC (Events and Conferences) requests in a timely manner.
- Handle expense reporting, ensuring accuracy and adherence to company policies.
- Documentation and Reporting: Organize and maintain comprehensive records of client interactions and feedback.
- Prepare reports and presentations for internal stakeholders, highlighting key insights and recommendations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
