Platinum Relationship Manager

Morgan Stanley UK

New Jersey, US
Base: $85,000.00 - $110,000.00 py; bonus/equity: e...
Client retention and growth
Dedicated service experience
Futures and contracts trading
The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE’s most valuable and complex retail clients

Job Summary

  • The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE’s most valuable and complex retail clients.
  • Relationship Managers work within a small team and will have the responsibility of delivering white-glove dedicated service experience to all clients.
  • 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 (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE’s most valuable and complex retail clients.

Salary

Base: $85,000.00 - $110,000.00 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and more

Skills & Requirements

Must-have

  • client retention and growth
  • dedicated service experience
  • futures and contracts trading
  • technical market analysis skills
  • product education and facilitation

Nice-to-have

  • passion to excel
  • outstanding oral/written communication
  • independent decision-making skills
  • calm and professional demeanor

Key Requirements

  • Minimum of 1 year of client service experience
  • FINRA Series 7 and 63 (or equivalent)
  • 1+ years supporting high net worth or active trader clients
  • Bachelor's degree

Work Rights

Not specified

Tailored Resume

Cover Letter