Priority Relationship Manager
About The Position
Deliver exceptional service while building and cultivating relationships with our ETRADE 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 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 We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
