Complex Trade Support Client Relationship Manager
Core
Provide timely, accurate, and informative answers via phone calls to clients regarding complex order execution, margin treatment, and risk-related inquiries.
Role type
Client Relationship Manager (Trade Support)
Builds
Client account support and risk management solutions
Domain
Financial Services / Brokerage
Deliverable
client delivery
Required skills
SIE, Series 7, Series 63, Mass Registration, Trader Certification, derivatives trading, margin treatment, risk management, corporate actions, dividends, industry regulations
Preferred skills
Bachelor's Degree, securities industry regulations, trading-focused role background, Portfolio Margin accounts, independent decision-making
Technologies
Teams channels
Responsibilities
Answer client and internal partner inquiries via phone, assist with complex order execution and margin treatment, analyze client positions and address margin calls, provide support on corporate actions and dividends, communicate ETRADE policies and regulations, manage daily volume of inbound calls and Teams inquiries, refer clients to Morgan Stanley Advisors
Seniority
Mid-level, customer-facing IC
