Talent.com
Platinum Relationship Manager
Platinum Relationship ManagerMorgan Stanley • Gilbert, AZ, US
Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley • Gilbert, AZ, US
4 days ago
Job type
  • Full-time
Job description

Platinum Relationship Manager

The E

  • TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E
  • TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Responsibilities :

As a Platinum Relationship Manager, you will help drive our industry leading service culture by :

  • Comprehensive support including product education, knowledge, trade facilitation and connecting E
  • TRADE clients with the full suite of Morgan Stanley products and services.
  • Deliver exceptional client service while cultivating relationships with our highest value E
  • TRADE clients.
  • Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
  • Function as a liaison between our internal support teams to ensure our client's service needs are met timely.
  • Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley.
  • Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
  • Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
  • Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
  • Required Qualifications :

  • 1-2 + years of client service experience within financial services
  • Active Licenses : Series 7 and Series 63
  • Preferred Qualifications :

  • 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
  • What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

    Create a job alert for this search

    Relationship Manager • Gilbert, AZ, US

    Related jobs
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Gold Canyon, AZ, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show more
    Last updated: 30+ days ago • Promoted
    Correctional Psychologist - $130K-170K per year

    Correctional Psychologist - $130K-170K per year

    CoreCivic • Florence, AZ, US
    Full-time
    CoreCivic is seeking a Correctional Psychologist for a job in Florence, Arizona.Job Description & Requirements.At CoreCivic, our mental health teams make lasting changes in the lives of offenders, ...Show more
    Last updated: 11 days ago • Promoted
    Travel Nurse RN - Stepdown

    Travel Nurse RN - Stepdown

    Titan Medical Group • Florence, AZ, US
    Full-time
    WHEN YOU WORK FOR US, WE WORK FOR YOU.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment you...Show more
    Last updated: 11 hours ago • Promoted • New!
    Remote Job $790 / wk - Hiring Focus Group Panelists

    Remote Job $790 / wk - Hiring Focus Group Panelists

    Maxion • Gold Canyon, AZ, US
    Remote
    Full-time +2
    Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require ....Show more
    Last updated: 12 days ago • Promoted
    Commercial Relationship Manager II

    Commercial Relationship Manager II

    Busey Bank • Phoenix, AZ, United States
    Full-time
    The Relationship Manager is responsible for managing and maintaining borrowing relationships.This position is responsible for the development of new and existing business through calling programs a...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Manager-Retirement

    Client Relationship Manager-Retirement

    Voya Financial • Phoenix, AZ, US
    Part-time
    Join Voya : Manage Tax Exempt / 401k Plans.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners, and colleagues.We will fight f...Show more
    Last updated: 11 days ago • Promoted
    Licensed Marriage & Family Therapist

    Licensed Marriage & Family Therapist

    LifeStance Health • Sacaton, AZ, US
    Full-time +1
    We are actively looking to hire talented Licensed Therapists.Arizona, who are passionate about patient care and committed to clinical excellence. Competitive compensation package based on productivi...Show more
    Last updated: 30+ days ago • Promoted
    Branch Relationship Banker (Personal Banker) - Carefree (AZ)

    Branch Relationship Banker (Personal Banker) - Carefree (AZ)

    BankTalent HQ • Carefree, AZ, United States
    Full-time
    At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...Show more
    Last updated: 15 days ago • Promoted
    Physical Therapist PT Home Care

    Physical Therapist PT Home Care

    Banner Health • Maricopa, AZ, US
    Full-time
    You have a place in the health care industry! One of the most rewarding ways that we can rehabilitate patients is in their own home. Whether recovering from an acute stay away from home or a s...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - Corp • Phoenix, AZ, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Development Mgr

    Relationship Development Mgr

    Phoenix Staffing • Phoenix, AZ, US
    Full-time
    Relationship Development Manager.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated to ...Show more
    Last updated: 2 days ago • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind Careers • Gold Canyon, AZ, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    PNC Financial Services Group • Gilbert, AZ, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 11 days ago • Promoted
    Relationship Banker I - Casa Grande

    Relationship Banker I - Casa Grande

    Vantage West Credit Union • Casa Grande, AZ, United States
    Full-time
    Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions...Show more
    Last updated: 13 days ago • Promoted
    Become a surrogate with Ivy Surrogacy to bless a family

    Become a surrogate with Ivy Surrogacy to bless a family

    Ivy Surrogacy • Gold Canyon, AZ, US
    Full-time +1
    Becoming a surrogate mother is one of the greatest gifts of life!.Ivy Surrogacy is a third-party reproductive agency for parents all over the world seeking. At Ivy Surrogacy, we genuinely believe we...Show more
    Last updated: 3 days ago • Promoted
    Business Banking Relationship Manager 4

    Business Banking Relationship Manager 4

    U.S. Bank • Tempe, AZ, United States
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 6 hours ago • Promoted • New!
    Physical Therapist PT Home Health

    Physical Therapist PT Home Health

    Banner Health • Florence, AZ, US
    Full-time
    You have a place in the health care industry! One of the most rewarding ways that we can rehabilitate patients is in their own home. Whether recovering from an acute stay away from home or a s...Show more
    Last updated: 30+ days ago • Promoted
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn Haus • Florence, AZ, US
    Full-time +1
    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...Show more
    Last updated: 3 days ago • Promoted