Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate jobs in United States
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E*TRADE from Morgan Stanley · 2 days ago

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

positionColumbus, Ohio, United States of America
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking an Associate in Wealth Management Operations. The role involves providing support to Financial Advisors regarding Alternative Investment transactions and ensuring comprehensive solutions to client inquiries.

BankingFinanceFinancial Services

Responsibilities

Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely
Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions
Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization's ongoing success and client satisfaction
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements

Qualification

Client serviceFinancial industry knowledgeRelationship managementProblem-solvingCommunication skills

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
Experience in the customer service space and/or familiarity with the financial industry

Preferred

Bachelors degree preferred

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.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

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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