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Morgan Stanley · 3 hours ago

Platinum Relationship Manager

Chicago, IL

Full-time

Onsite

Entry Level

$65K/yr - $110K/yr

1+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Platinum Relationship Manager will be responsible for the retention and growth of Morgan Stanley's most valuable clients, delivering exceptional service and cultivating strong relationships.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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

Qualification

Series 7 LicenseSeries 63 LicenseClient service experienceSecurities industry knowledgeOrganizational skillsCommunication skillsProblem solving skillsDecision-making skills