Morgan Stanley · 1 hour ago
Priority Relationship Manager
Los Angeles, CA
Full-time
Onsite
Entry Level
$75K/yr - $110K/yr
1+ years expMorgan Stanley is a leading financial services firm that aims to deliver an industry-leading client experience. The ETRADE Priority Relationship Manager is responsible for cultivating and deepening client relationships through exceptional service and understanding of Morgan Stanley's products and services.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Deliver exceptional service while building and cultivating relationships with our ETRADE 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 clients 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 ETRADE 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 ETRADE 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
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-22
2026-01-21
2026-01-21
Company data provided by crunchbase