E*TRADE - Platinum Relationship Manager (Atlanta, GA)

| Atlanta, GA
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More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE's parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.

RESPONSIBILITIES

The Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable clients. Through frequent and proactive client contacts, the Relationship Manager will cultivate personal relationships, gain an understanding of the client's investment needs, goals, objectives and become a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience to their book of clients.

This role may be eligible for a Sign-On bonus.

Responsibilities

As a Relationship Manager, you will help drive our industry leading service culture by:
  • Comprehensive support including product education, trade facilitation and asset gathering.
  • Exceeding all client expectations and must be capable of meeting specific objectives relating to the retention and growth of their book of clients.
  • Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
  • Act as a liaison between our internal support teams to ensure our client's service needs are met timely.
  • Having a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to maximize all aspects of E*TRADE Financial.
  • Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.

REQUIREMENTS

Basic
  • Minimum of 1-year brokerage experience required.
  • Series 7/63 license required.

Preferred
  • Bachelor's Degree
  • 2+ years brokerage experience
  • Thorough understanding of the securities industry including equity, margin, and option trading.
  • Excellent organizational skills, with the ability to handle multiple tasks.
  • Ability to work flexible shift assignments.
  • Ability to remain calm, professional, and in control in a volatile 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 handle and resolve issues.

Securities products and services are offered by E*TRADE Securities LLC, Member SIPC.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

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More Information on E*TRADE
E*TRADE operates in the Financial Services industry. The company is located in Sandy, UT and Arlington, VA. E*TRADE was founded in 1982. It has 10558 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 27 open jobs at E*TRADE, click here.
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