Provide timely, accurate, and informative answers via phone calls to clients and internal partners
Assist clients with complex order execution, margin treatment, and risk-related inquiries
Analyze client positions and provide updates regarding expiring positions or procedures and addressing related margin calls
Provide extended support to clients in the way of corporate actions and dividends
Effectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenarios
Manage daily volume of inbound calls and inquiries submitted via Teams channels
Identify opportunities to refer clients to a Morgan Stanley Advisor for advice

Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
Minimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk management
Bachelor’s Degree preferred
Thorough understanding of the securities industry and regulations with a particular emphasis on derivatives trading
Proven background in trading-focused role with extensive knowledge of margin treatment and risk management
Familiarity with Portfolio Margin accounts and treatment
Ability to work independently and utilize decision-making skills to address and resolve client issues
Strong work ethic, extraordinary interpersonal skills, and team orientation

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)
Short/Long Term Disability

Client Relationship Manager

Key skills