Platinum Relationship Manager
Core
Retain and grow Morgan Stanley's most valuable E*TRADE clients by cultivating personal connections and acting as a trusted resource for their financial needs.
Role type
Senior IC client relationship manager (wealth management)
Builds
Client retention and growth within the E*TRADE/Morgan Stanley ecosystem
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
client service, product education, trade facilitation, critical thinking, problem solving, risk mitigation, organizational skills, sales performance management
Preferred skills
securities industry knowledge (equity, margin, options), independent decision-making, flexible shift management
Technologies
Morgan Stanley product suite
Responsibilities
Provide comprehensive support including product education and trade facilitation; deliver exceptional client service; resolve client issues using critical thinking; act as a liaison between internal support teams; identify opportunities to maximize Morgan Stanley products; focus on bottom-line performance and customer satisfaction; mitigate risk through adherence to company policies.
Seniority
Mid-level, hands-on IC