2027 Premier Relationship Manager

Morgan Stanley•Los Angeles, CA

1d•$75,000 - $110,000•Onsite

About The Position

The ETRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to ETRADE’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 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. Position Summary: ETRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that ETRADE from Morgan Stanley has to offer to meet their financial needs. The ETRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for ETRADE potential high-net worth (HNW) clients.

Requirements

Minimum 1 years of client service experience
FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories

Nice To Haves

Bachelor’s Degree
Possess excellent business development and sales skills and desire to consistently achieve top results
Experience in understanding the financial needs of the retail brokerage clientele
Excellent organizational skills with the ability to manage multiple tasks
Highly collaborative in a team-oriented environment
Ability to remain calm, professional and in control in a fast-paced 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

Responsibilities

Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our ETRADE potential HNW clients
Conducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
Developing a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
Acting as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
Identifying and gathering net new assets from existing ETRADE clients and prospects
Educating and guiding clients on the ETRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.