Premier 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 E*TRADE Premier Relationship Manager is responsible for delivering exceptional service to high-net worth clients, cultivating relationships, and connecting clients with Morgan Stanley’s products and services to meet their financial needs.

Responsibilities:

• Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW clients
• Conducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
• Developing a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
• Acting as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
• Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
• Identifying and gathering net new assets from existing E*TRADE clients and prospects
• Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
• Focusing on the bottom-line performance and constantly looking 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