Platinum Relationship Manager
Core
Retain and grow E*TRADE's most valuable and complex retail clients by delivering white-glove service, product education, and trade facilitation.
Role type
Senior client-facing relationship manager (financial services)
Builds
Client retention and growth within the E*TRADE retail brokerage platform
Domain
Financial services / Retail brokerage / Wealth management
Deliverable
client delivery
Required skills
client service, futures and contracts trading knowledge, technical market analysis, critical thinking, problem solving, risk mitigation, organizational skills
Preferred skills
high net worth client support, active trader client support, securities industry knowledge (equity, margin, options), independent decision-making
Technologies
Morgan Stanley product suite
Responsibilities
Cultivate personal connections with clients to understand investment needs and goals; Provide comprehensive support including product education and trade facilitation; Utilize deep technical knowledge of futures and contracts trading; Address client issues and questions to deliver a world-class experience; Act as a liaison between internal support teams; Identify opportunities to maximize Morgan Stanley products and services; Manage high volumes of client interactions while adhering to company policies and procedures