E*TRADE Priority 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 E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Priority Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE’s most valued clients.
Responsibilities:
Deliver exceptional service while building and cultivating relationships with our E*TRADE 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
Identify and gather net new assets from existing E*TRADE clients and prospects
Facilitate the initial discovery process and new client follow-up through the management of a robust pipeline of opportunities, directing clients across the firm as needed
Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
Prepare action plans to reach production targets and effectively collaborate with leadership on ways to prioritize strategic opportunities to grow assets and advice
Required Qualifications
1+ years of financial services experience
Series 7 and 63 and ability to be fully registered
Preferred Qualifications
Bachelor’s Degree
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
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).