What are the responsibilities and job description for the E*TRADE - Platinum Relationship Manager position at Morgan Stanley?
Job Number:
3185056
DESCRIPTION
The position’s primary objective is to retain our most profitable customers and the residual revenue associated with these accounts. This will occur through comprehensive support, product education, trade facilitation and asset gathering
The RM must be totally dedicated to exceeding all client expectations in an effort to retain these valuable HH's and must be capable of meeting specific objectives relating to the retention of their teams book
Platinum Relationship managers are required to have a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to refer clients to our Platinum
Financial Consultants in order to provide additional advisory solutions
Proactively demonstrates asset gathering and household acquisition strategies
Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience
QUALIFICATIONS
Minimum of 1 year brokerage experience required or 3 to 6 months E*TRADE Customer Service experience
Series 7/63 license required
Bachelor’s Degree preferred
2 years brokerage experience preferred
Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients
Thorough understanding of the securities industry including equity and option trading
Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems
Excellent organizational skills, with the ability to handle multiple tasks
Ability to work flexible shift assignments
Ability to remain calm, professional, and in control in a volatile business environment
Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation
Must be dedicated to exceeding the expectations of clients and must have outstanding oral communication, inter-personal, and written communication skills. This will be necessary to provide a superior level of service, satisfaction and to successfully close sales
Must have positive and professional customer service attitude
Utilize independent decision-making skills to handle and resolve issues. Ability to work independently
Series 66 license required within 90 days
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