Complex Trade Support Client Relationship Manager

Morstan

Base: $58,000.00 - $115,000.00 py; bonus/equity: e...
Complex trade support
Client inquiries
Margin treatment
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner

Job Summary

  • This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner.

Salary

Base: $58,000.00 - $115,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Paid Holidays, 401(k)

Skills & Requirements

Must-have

  • complex trade support
  • client inquiries
  • margin treatment
  • risk management
  • derivatives trading acumen

Nice-to-have

  • exceptional interpersonal skills
  • team orientation
  • independent decision-making
  • proactive learning

Key Requirements

  • SIE, Series 7, Series 63, Mass Registration, Trader Certification
  • 2 years customer-facing brokerage experience
  • Derivatives trading knowledge
  • Margin treatment knowledge
  • Risk management knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter