2027 Premier Relationship Manager

Morgan Stanley•Sandy, UT

About The Position

The ETRADE Premier Relationship Manager delivers a high-quality client experience to existing and prospective ETRADE clients with potential high net worth. The role cultivates and deepens client relationships through high-touch service, while connecting clients with ETRADE and Morgan Stanley products, services, and benefits that address their financial needs. The manager provides client education and platform guidance, supports onboarding and retention, identifies opportunities to gather assets, and works with internal teams to resolve client needs. The role also contributes to sales and service performance while adhering to company policies and procedures.

Requirements

At least 1 year of client service experience.
FINRA Series 7 and Series 63 (or equivalent).
Ability to be registered in all states and territories.

Nice To Haves

Bachelor’s degree.
Excellent business development and sales skills, with a desire to consistently achieve top results.
Experience understanding the financial needs of retail brokerage clients.
Excellent organizational skills and ability to manage multiple tasks.
Collaborative approach in a team-oriented environment.
Ability to remain calm, professional, and in control in a fast-paced business environment.
Dedication to exceeding client expectations, passion for excellence, and outstanding oral and written communication skills.
Ability to use independent decision-making to manage and resolve issues.

Responsibilities

Deliver exceptional service and use sales skills to engage and build relationships with potential high-net-worth ETRADE clients.
Conduct proactive, high-volume outbound calls to connect with and engage potential high-net-worth clients.
Develop a thorough understanding of Morgan Stanley products and services and identify opportunities to deliver them to high-priority clients.
Liaise with internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely manner.
Meet client expectations and objectives related to onboarding, deepening, and retaining relationships through education and high-touch support.
Identify and gather new assets from existing ETRADE clients and prospects.
Educate and guide clients on ETRADE platforms and how to navigate and make use of the offering.
Monitor bottom-line performance and seek ways to improve performance, sales, customer satisfaction, and the overall customer experience.
Mitigate risk by following company policies and procedures.