Priority Relationship Manager

Morgan Stanley • Sandy, UT

3d • $75,000 - $110,000

About The Position

ETRADE Priority 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 Priority Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for ETRADE’s most valued clients.

Requirements

• Minimum Years of Experience: 1+ years of financial services experience
• Registrations: Series 7, Series 63, Mass Registration
• Possess excellent business development and marketing skills and desire to consistently achieve top results
• Experience in understanding the financial needs of the retail brokerage clientele
• Strong technical aptitude to navigate a variety of financial services and client relationship management (‘CRM’) tools
• Highly collaborative in a team-oriented environment
• Excellent organizational and time management skills, and ability to work in a fast-paced environment while handling multiple tasks
• Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills
• Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment

Nice To Haves

• Bachelor’s Degree preferred

Responsibilities

• Deliver exceptional service while building and cultivating relationships with our ETRADE Priority clients
• Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Act as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
• Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education
• Identify and gather net new assets from existing ETRADE clients and prospects
• Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs
• Educate and guide clients on the ETRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs

What This Job Offers

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