Position Summary E*TRADE Premier Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The manager cultivates and deepens client relationships through exceptional high‑touch service for potential high‑net‑worth (HNW) clients. Responsibilities Deliver exceptional service and leverage strong sales acumen to engage and build relationships with potential HNW clients. Conduct proactive, high‑volume outbound calls to strategically connect with and engage potential HNW clients. Develop thorough understanding of all Morgan Stanley products and services, identifying opportunities for high‑priority clients. Act as liaison between internal support teams and stakeholders to ensure client inquiries, requests, and complex needs are addressed in a timely fashion. Exceed client expectations and meet specific objectives related to onboarding, deepening, and retaining client relationships through education and white‑glove support. Identify and gather net new assets from existing E*TRADE clients and prospects. Educate and guide clients on E*TRADE platforms, demonstrating how to navigate and maximize all aspects of the offering. Focus on bottom‑line performance, constantly improving overall performance, sales, customer satisfaction, and the entire customer experience. Mitigate risk through strict adherence to company policies and procedures to ensure a secure and compliant work environment. Minimum Qualifications Minimum 1 year of client service experience. FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories. Preferred Qualifications Bachelor’s Degree. Excellent business development and sales skills with desire to consistently achieve top results. Experience understanding the financial needs of retail brokerage clientele. Excellent organizational skills managing multiple tasks. Highly collaborative in a team‑oriented environment. Ability to remain calm, professional, and in control in a fast‑paced business environment. Passion to exceed client expectations with outstanding oral/written communication skills. Independent decision‑making skills to manage and resolve issues. Equal Employment Opportunity It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr
Premier Relationship Manager • Gilbert, AZ, United States
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal ... Mostrar más
By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need p... Mostrar más
We are looking for qualified candidates seeking a career!.Average Jacksons Wash Managers earn $70,000 - $90,000 annually.We believe managers should run a business like it was their own.We provide t... Mostrar más
Join our team as a Restaurant Operations Manager, where you'll oversee all aspects of restaurant operations, ensuring our guests enjoy exceptional service and our team thrives in a positive environ... Mostrar más
At The Rustman Agency, we specialize in helping families prepare for the future with affordable, compassionate coverage.Final Expense Sales Representative.This role is perfect for caring, service-m... Mostrar más
The manager assists in supervising IHOP restaurant's employees.His or her primary responsibilities include managing operations in the front and back of the house with a high concentration on profit... Mostrar más
Location :Remote GlobalIndustry :Personal Growth & LeadershipExperience :5yearsEngagement :Independent / Performance-BasedOverviewWe are an established global organization with 15years in leade... Mostrar más
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Mostrar más
As a Restaurant Manager, you'll oversee a high-volume restaurant with average annual sales of $4M+ and an average team size of more than fifty Family Members.You'll create an environment where grea... Mostrar más
Sun Com Mobile is a premier dealer of Cricket Wireless in the U.District Manager to help us stay #1 in this market.This is a great position for someone that is motivated, wants to join a winning te... Mostrar más
The Marketing Director is responsible for the development and execution of strategic marketing plans and overall brand management for We-Ko-Pa Casino Resort.The objective is to support revenue gene... Mostrar más
SONIC Drive-In General Manager.As a SONIC Drive-In General Manager, you are responsible for overseeing and managing the daily operations of the Drive-In to provide quality food in a clean, safe, an... Mostrar más
Head of Affiliate Marketing (Remote Opportunity)Apply for the Head of Affiliate Marketing (Remote Opportunity) role at Puffy.Position DetailsPosition :Head of Affiliate MarketingCompensation :USD $... Mostrar más
Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ... Mostrar más
Assistant Manager - Townhomes on Earley.Dominium is helping tackle the affordable housing crisis and we're looking for motivated candidates to join our team and advance our mission.With offices in... Mostrar más
Capital Improvement Project Manager.General Purpose: Under limited supervision, manages, coordinates and directs development, redevelopment and capital improvement projects, from establishment of p... Mostrar más
Get a maximum of $400 in bonuses in Phoenix.Earn $100 for every 10 rides in 7 days (limit 4).Lyft is a flexible earning opportunity and a platform that connects drivers with individuals that need r... Mostrar más
Salon Manager High Traffic, High Growth (Cosmetology License Required).You aren't just a stylist anymore; you're the CEO of your own floor.Because we are located inside Walmart, we have a built-in... Mostrar más
Spirit Halloween District Sales Manager.Weekly rate ranges from $1,050 - $1,075 per week and is dependent upon qualifications and experience.Benefits include: Arizona Paid Sick Pay, Repeat DSM Bonu... Mostrar más
By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need p... Mostrar más
