The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Summary:
E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Premier Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE potential high-net worth (HNW) clients.
Responsibilities:
As a Premier Relationship Manager, you will help drive our industry leading service culture by:
- 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.
Minimum Qualifications:
- Minimum 1 years of client service experience
- FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories
Preferred Qualifications:
- Bachelor’s Degree
- Possess excellent business development and sales skills and desire to consistently achieve top results
- Experience in understanding the financial needs of the retail brokerage clientele
- Excellent organizational skills with the ability to manage multiple tasks
- Highly collaborative in a team-oriented environment
- Ability to remain calm, professional and in control in a fast-paced business environment
- Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
- Utilize independent decision-making skills to manage and resolve issues
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
For California:
Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- At least 1 year of client service experience
- FINRA Series 7 and Series 63 licenses, or equivalent
- Ability to be registered in all states and territories
- Bachelor's degree
- Business development and sales skills
- Experience understanding the financial needs of retail brokerage clients
- Excellent organizational skills and ability to manage multiple tasks
- Ability to work collaboratively in a team-oriented environment
- Ability to remain calm, professional, and in control in a fast-paced business environment
- Strong oral and written communication skills and dedication to exceeding client expectations
- Independent decision-making skills to manage and resolve issues
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
-
Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
-
Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
-
Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
