Active Trader Relationship Manager

Active Trader Relationship Manager

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM's will focus on deepening relationships through frequent and proactive outreach catered to client's unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients.

Role Responsibilities :

• Provide tailored education and trading support on margin treatment, strategy employment, and risk management
• Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey
• Customized PET platform demos
• Comprehensive support including product education, trade facilitation and asset gathering
• Exhibit critical thinking / problem solving skills to address client issues and questions
• Act as a liaison between internal support teams to ensure our client's service needs are met timely
• Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience

Skills :

Minimum Qualifications :

Preferred Qualifications :

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.