Active Trader Relationship Manager

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Active Trader Relationship Manager will be responsible for the retention and growth of ETRADE's Active Trader client segment, focusing on deepening relationships through proactive outreach and providing comprehensive support to clients.

Responsibilities:

• Delivering exceptional client service while cultivating relationships with E•TRADE active trader clients
• Providing comprehensive support including product education, trade facilitation, platform demos and connecting E•TRADE clients with the full suite of Morgan Stanley products and services
• Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills
• Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey
• Exhibiting critical thinking / problem solving skills to address client issues and questions
• Acting as a liaison between internal support teams to ensure our client’s service needs are met timely
• Demonstrating a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focusing on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
• Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment