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Non-Exempt
The Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable clients. Through frequent and proactive client contacts, the Relationship Manager will cultivate personal relationships, gain an understanding of the client's investment needs, goals, objectives and become a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience to their book of clients.
Responsibilities
As a Relationship Manager, you will help drive our industry leading service culture by:
- Comprehensive support including product education, trade facilitation and asset gathering.
- Exceeding all client expectations and must be capable of meeting specific objectives relating to the retention and growth of their book of clients.
- Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
- Act as a liaison between our internal support teams to ensure our client’s service needs are met timely.
- Having a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to maximize all aspects of E*TRADE Financial.
- Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
About the Company

Morgan Stanley
New York City, NY, United States
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management... Read more