E*TRADE from Morgan Stanley is a leading global financial services firm that aims to deliver an industry leading client experience. The Active Trader Relationship Manager will focus on the retention and growth of ETRADE's Active Trader client segment by deepening relationships and providing comprehensive support tailored to clients' trading needs.
Responsibilities
- Delivering exceptional client service while cultivating relationships with E*TRADE active trader clients
- Providing comprehensive support including product education, trade facilitation, platform demos and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
- Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills
- Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
- Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey
- Exhibiting critical thinking / problem solving skills to address client issues and questions
- Acting as a liaison between internal support teams to ensure our client’s service needs are met timely
- Demonstrating a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
- Focusing on the bottom-line performance and constantly look 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
Skills
- Minimum 1 year of client service experience
- FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories
- 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
- Bachelor's Degree
- Excellent organizational skills with the ability to manage multiple tasks
- 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
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
Company Overview
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry. It was founded in 1982, and is headquartered in Arlington, Virginia, USA, with a workforce of 1001-5000 employees. Its website is https://us.etrade.com/home.