ETRADE - Platinum Relationship Manager - Chicago

The Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable clients. Through frequent and proactive client contacts, the Relationship Manager will cultivate personal relationships, gain an understanding of the client's investment needs, goals, objectives and become a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience to their book of clients.

Responsibilities

As a Relationship Manager, you will help drive our industry leading service culture by:

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• Comprehensive support including product education, trade facilitation and asset gathering.
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• Exceeding all client expectations and must be capable of meeting specific objectives relating to the retention and growth of their book of clients.
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• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
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• Act as a liaison between our internal support teams to ensure our client's service needs are met timely.
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• Having a thorough understanding of all ETRADE products and services and will be responsible for identifying opportunities to maximize all aspects of ETRADE Financial.
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• Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
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Basic Qualifications

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• Minimum of 1-year brokerage experience required.
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• Series 7/63 license required.
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Preferred Qualifications

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• Bachelor's Degree.
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• 2 years brokerage experience.
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• Thorough understanding of the securities industry including equity, margin, and option trading.
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• Excellent organizational skills, with the ability to handle multiple tasks.
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• Ability to work flexible shift assignments.
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• Ability to remain calm, professional, and in control in a volatile business environment.
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• Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills.
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• Utilize independent decision-making skills to handle and resolve issues.
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