Platinum Relationship Manager
$65k/y-$110k/y
Morgan Stanley3 days ago
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OnsiteFull-timeEntry
Summary
Morgan Stanley is seeking a Platinum Relationship Manager to join their team in Sandy, UT. The role involves retaining and growing Morgan Stanley's most valuable clients by providing exceptional service and support.
About the Role
As a Platinum Relationship Manager, you will be responsible for delivering comprehensive support to E*TRADE's highest value clients, cultivating relationships, addressing client issues, and ensuring timely service needs are met. You will also identify opportunities to maximize Morgan Stanley's products and services while focusing on performance and customer satisfaction.
About You
Required:
- 1-2+ years of client service experience within financial services.
- Active Licenses: Series 7 and Series 63.
Preferred:
- Bachelor’s degree.
- Thorough understanding of the securities industry including equity, margin, and option trading.
- Excellent organizational skills with the ability to manage multiple tasks.
- Ability to work flexible shift assignments.
- Ability to remain calm, professional and in control in a volatile business environment.
- Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills.
- Utilize independent decision-making skills to manage and resolve issues.
Benefits
- Medical, Prescription Drug, Dental, Vision coverage.
- Health Savings Account, Dependent Day Care Savings Account.
- Life Insurance, Disability and Other Insurance Plans.
- Paid Time Off including Sick Leave, Parental Leave, and 20 Vacation Days annually.
- 10 Paid Holidays.
- 401(k) plan.
- Short/Long Term Disability.
- Discretionary bonus component.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Sandy, UT