E*TRADE from Morgan Stanley · 5 months ago
Priority Relationship Manager
Sandy, Utah, United States of America
Full-time
Onsite
Entry Level
1+ years expE*TRADE from Morgan Stanley is focused on delivering an exceptional client experience to both existing and prospective clients. The Priority Relationship Manager is responsible for cultivating and deepening client relationships while providing high-touch service and addressing clients' financial needs.
BankingFinanceFinancial Services
Responsibilities
Deliver exceptional service while building and cultivating relationships with our E*TRADE Priority clients
Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
Act as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education
Identify and gather net new assets from existing E*TRADE clients and prospects
Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs
Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs
Qualification
Required
Minimum Years of Experience: 1+ years of financial services experience
Registrations: Series 7, Series 63, Mass Registration
Preferred
Possess excellent business development and marketing skills and desire to consistently achieve top results
Experience in understanding the financial needs of the retail brokerage clientele
Strong technical aptitude to navigate a variety of financial services and client relationship management (‘CRM') tools
Highly collaborative in a team-oriented environment
Excellent organizational and time management skills, and ability to work in a fast-paced environment while handling multiple tasks
Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills
Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment
Bachelor's Degree preferred
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
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