Dir, Team Specialist, P3, Client Services & Relationship Mgmt WM : Job Level - Director jobs in United States
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E*TRADE from Morgan Stanley ยท 14 hours ago

Dir, Team Specialist, P3, Client Services & Relationship Mgmt WM : Job Level - Director

E*TRADE from Morgan Stanley is looking for a Director to oversee a team of Service Professionals in the Client Service Center. The role involves managing client relationships, optimizing the client experience, and ensuring effective service delivery.

BankingFinanceFinancial Services

Responsibilities

Serve as the primary supervisor within specific line or project area with accountability to associated risks
Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments
Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager
Share expert knowledge across the team, contributing to team output and development, building relationships across the Firm

Qualification

Client relationship managementRisk managementTeam leadershipSIE/Series 99 licenseCultural awarenessActive listeningAdaptabilityCommunication skills

Required

Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose
Prepared to challenge the status quo, raise concerns and/or needs of their team members
Ability to pitch communication appropriately according to the audience and demonstrate active listening skills
Culture carrier across Operations, embracing the Firm's core values and acting as a role model
Must obtain SIE/ Series 99 license if supervising a covered function
At least 4 years' relevant experience would generally be expected to find the skills required for this role

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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