Talent.com
Platinum Relationship Manager
Platinum Relationship ManagerMorgan Stanley • Tampa, FL, US
Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley • Tampa, FL, US
16 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 • Tampa, FL, US

    Related jobs
    Senior Consumer Relationship Banker (Bell Shoals)

    Senior Consumer Relationship Banker (Bell Shoals)

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 19 days ago • Promoted
    Commercial Card Relationship Manager Payments Vice President

    Commercial Card Relationship Manager Payments Vice President

    JPMorganChase • Tampa, Florida, USA
    Full-time
    You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients. As a Relationship Manager within Commercial Card you will oversee a portfol...Show more
    Last updated: 21 days ago • Promoted
    Corp. Bnkg. Relationship Manager - Tampa, FL

    Corp. Bnkg. Relationship Manager - Tampa, FL

    Valley National Bancorp • Tampa, FL, US
    Full-time
    Responsibilities include but are not limited to : .Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Develop network of external referr...Show more
    Last updated: 30+ days ago • Promoted
    Treasury Management Relationship Manager

    Treasury Management Relationship Manager

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 24 days ago • Promoted
    Mortgage Account Manager

    Mortgage Account Manager

    The EMAC Group • Tampa, FL, United States
    Full-time
    National Mortgage Industry Retained Search Firm Seeking Experienced Account Manager.Are you a mortgage professional looking to take your career in an exciting new direction? Are you ready to develo...Show more
    Last updated: 4 days ago • Promoted
    Business Banking Treasury Management Advisor - Relationship Manager I

    Business Banking Treasury Management Advisor - Relationship Manager I

    PNC • Tampa, FL, 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: 7 days ago • Promoted
    Private Client Relationship Manager

    Private Client Relationship Manager

    First Horizon • Tampa, FL, US
    Full-time
    Private Client Relationship Manager.Location : On site as described in posting.As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth C...Show more
    Last updated: 30+ days ago • Promoted
    Senior Consumer Relationship Banker (Nine Eagles)

    Senior Consumer Relationship Banker (Nine Eagles)

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 24 days ago • Promoted
    Relationship Manager - Middle Market - Tampa Market

    Relationship Manager - Middle Market - Tampa Market

    Comerica • Tampa, FL, US
    Full-time
    Relationship Manager, Middle Market.The Relationship Manager is responsible for new business development, portfolio management, and underwriting to support the needs of the group.This role will foc...Show more
    Last updated: 30+ days ago • Promoted
    Regional Treasury Management Sales Manager

    Regional Treasury Management Sales Manager

    Seacoast National Bank • Tampa, FL, United States
    Full-time
    Position can be located in Miami, Ft Lauderdale or Tampa.The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for Region assigned.Pos...Show more
    Last updated: 30+ days ago • Promoted
    Private Wealth Management Relationship Specialist

    Private Wealth Management Relationship Specialist

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 25 days ago • Promoted
    Relationship Banker II (Brandon)

    Relationship Banker II (Brandon)

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 12 days ago • Promoted
    Relationship Manager

    Relationship Manager

    FastSigns • Riverview, FL, US
    Full-time
    FASTSIGNS Relationship Manager Opportunity.FASTSIGNS #178301 is hiring for a Relationship Manager team member to join our team at this leading sign company! Have you ever worked in an industry that...Show more
    Last updated: 30+ days ago • Promoted
    Senior Commercial Relationship Manager

    Senior Commercial Relationship Manager

    Conveyance • Tampa, FL, United States
    Full-time
    Senior Commercial Relationship Manager.A community bank with a strong regional footprint is seeking an experienced.Senior Commercial Relationship Manager. This role is responsible for managing, reta...Show more
    Last updated: 10 days ago • Promoted
    Managing Director Relationship Manager-Middle Market Banking

    Managing Director Relationship Manager-Middle Market Banking

    First Citizens Bank • Tampa, FL, US
    Full-time
    The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries. The Managing Director Relationship...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Relationship Manager

    Commercial Relationship Manager

    Regions Bank • Tampa, FL, United States
    Full-time
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker I (Winthrop)

    Relationship Banker I (Winthrop)

    Regions Bank • Tampa, Florida, USA
    Full-time
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...Show more
    Last updated: 24 days ago • Promoted
    Public Sector Commercial Relationship Manager

    Public Sector Commercial Relationship Manager

    Suncoast Credit Union • Tampa, FL, United States
    Full-time
    Flexible hybrid with frequent travel.The Government Solutions Relationship Manager develops and manages relationships with government entities to provide banking and lending services.This role serv...Show more
    Last updated: 10 days ago • Promoted