Premium Relationship Manager - Jersey City, NJ

Responsibilities

• As a Premium Relationship Manager, you will help drive our industry leading service culture by:
• Comprehensive support including product education, knowledge, trade facilitation and connecting E TRADE clients with the full suite of Morgan Stanley products and Services.
• Deliver exceptional client service while cultivating relationships with our highest value E TRADE clients.
• Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
• Function as a liaison between our internal support teams to ensure our client's service needs are met timely.
• Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley.
• Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
• Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
• Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
• Required Qualifications:
• 1 year of client service experience within an E*TRADE Customer Service team or a WSG Relationship Manager team
• Active Licenses
• Series 7
• Series 63

Requirements

• Bachelor's degree
• Thorough understanding of the securities industry including equity, margin, and option trading
• Excellent organizational skills with the ability to manage 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 manage and resolve issues
• WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
• Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Additional Information

The Premium Relationship Manager will be responsible for the retention and growth of Morgan Stanley's most valuable clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience by supporting their teammate's clients.

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