E*TRADE from Morgan Stanley · 5 months ago
Active Trader Relationship Manager
Chicago IL 10
Full-time
Onsite
Entry Level
$65K/yr - $110K/yr
1+ years expE*TRADE from Morgan Stanley is seeking an Active Trader Relationship Manager (ATRM) to enhance the retention and growth of their Active Trader client segment. The ATRM will focus on building relationships through proactive outreach and providing tailored education and trading support to clients.
BankingFinanceFinancial Services
Responsibilities
Provide tailored education and trading support on margin treatment, strategy employment, and risk management
Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey
Customized PET platform demos
Comprehensive support including product education, trade facilitation and asset gathering
Exhibit critical thinking / problem solving skills to address client issues and questions
Act as a liaison between internal support teams to ensure our client’s service needs are met timely
Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
Priority review on workflow requests, operational items
Qualification
Required
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
Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
Minimum Years of Experience: 1+ years
Preferred
Bachelor's Degree preferred
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase