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2027 Premier Relationship Manager

Morgan Stanley
Sandy, USA
Full-time
Manager · 1+ years experience
Onsite
Discovered 1 weeks ago
Client serviceBusiness developmentCommunication

Full Job Posting

Responsibilities:

  • As a Premier Relationship Manager, you will help drive our industry leading service culture by:
  • Delivering exceptional service and leveraging strong sales acumen to effectively engage and build relationships with our E*TRADE potential HNW clients
  • Conducting proactive, high-volume outbound calls to strategically connect with and engage potential HNW clients
  • Developing a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients
  • Acting as a liaison between internal support teams and stakeholders to ensure client’s inquiries, requests, and complex needs are addressed in a timely fashion
  • Exceeding all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through education and white-glove support
  • Identifying and gathering net new assets from existing E*TRADE clients and prospects
  • Educating and guiding clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
  • Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
  • Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.

Minimum Qualifications:

  • Minimum 1 years 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
  • Possess excellent business development and sales skills and desire to consistently achieve top results
  • Experience in understanding the financial needs of the retail brokerage clientele
  • Excellent organizational skills with the ability to manage multiple tasks
  • Highly collaborative in a team-oriented environment
  • Ability to remain calm, professional and in control in a fast-paced 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.
  • To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
  • At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
  • For California:
  • Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
  • Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
  • Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
  • For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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