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E*TRADE from Morgan Stanley · 1 month ago

Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

Columbus, Ohio, United States of America

Full-time

Onsite

Entry Level

$48K/yr - $78K/yr

2+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking a phone associate in Client Services & Relationship Management. The role involves managing internal and external client relationships, optimizing the client experience, and supporting financial transactions.

BankingFinanceFinancial Services

Responsibilities

Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team

Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements

Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output

Participate in projects and initiatives , aiding in solution formulation with a focus on timely execution and provide world class service to internal and external clients

Qualification

Client relationship managementProcess managementRisk recognitionBusiness area expertiseGoal settingCultural values adherenceTeam collaboration

Required

Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision

Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests

Culture carrier across Operations, embracing the Firm's core values

At least 2 years' relevant experience would generally be expected to find the skills required for this role