Talent.com
Platinum Relationship Manager
Platinum Relationship ManagerMorgan Stanley • Alpharetta, GA, US
Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley • Alpharetta, GA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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.

    serp_jobs.job_alerts.create_a_job

    Relationship Manager • Alpharetta, GA, US

    Job_description.internal_linking.related_jobs
    Travel Nurse RN - OR - Operating Room

    Travel Nurse RN - OR - Operating Room

    Nationwide Therapy Group • Canton, GA, US
    serp_jobs.job_card.full_time
    Nationwide Therapy Group is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia.Job Description & Requirements. NTG is committed to matching you to the righ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Nurse RN - OR - Operating Room - $2,317 per week

    Travel Nurse RN - OR - Operating Room - $2,317 per week

    GHR Healthcare - PH Division • Canton, GA, United States
    serp_jobs.job_card.full_time
    GHR Healthcare - PH Division is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia. Job Description & Requirements.Planet Healthcare Job ID #74264119.Pay packa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Radiation Therapist

    Travel Radiation Therapist

    Health Advocates Network - Allied • Canton, GA, US
    serp_jobs.job_card.full_time
    Health Advocates Network - Allied is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements. HANStaff Allied Job ID #484852.Pay package is based ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Operating Room RN - $2,456 per week

    Travel Operating Room RN - $2,456 per week

    Voca Healthcare • Canton, GA, United States
    serp_jobs.job_card.full_time
    Voca Healthcare is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia.Job Description & Requirements. Benefits available on 1st of the month after start : .Voca ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Nurse RN - OR - Operating Room - $2,486 per week

    Travel Nurse RN - OR - Operating Room - $2,486 per week

    GHR Healthcare - Travel Division • Canton, GA, United States
    serp_jobs.job_card.full_time
    GHR Healthcare - Travel Division is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia. Job Description & Requirements.About GHR Healthcare - Travel Division...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist - $2,365 per week

    Travel Physical Therapist - $2,365 per week

    Medical Solutions Allied • Ball Ground, GA, United States
    serp_jobs.job_card.full_time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Ball Ground, Georgia.Job Description & Requirements. We’re seeking talented healthcare professionals whose adventu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Atlanta, GA, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Nurse RN - OR - Operating Room - $2,329 per week

    Travel Nurse RN - OR - Operating Room - $2,329 per week

    Nightingale Nurses • Canton, GA, United States
    serp_jobs.job_card.full_time
    Nightingale Nurses is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia.Job Description & Requirements. You may not realize it, but as an RN with real world h...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Engagement Manager

    Client Engagement Manager

    Safety National • Alpharetta, GA, United States
    serp_jobs.job_card.full_time
    At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Operating Room Registered Nurse - $2,566 per week

    Travel Operating Room Registered Nurse - $2,566 per week

    Revolution Healthcare Services • Canton, GA, United States
    serp_jobs.job_card.permanent
    Revolution Healthcare Services is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia. Job Description & Requirements.Revolution Healthcare Services is currentl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    AlliedTravelNetwork • Ball Ground, GA, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Ball Ground, Georgia, 30107!. When it comes to finding the perfect locums assignment, sometimes it is al...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,846 to $1,920 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $1,846 to $1,920 per week in Ball Ground, GA

    AMN Healthcare Allied • BALL GROUND, GA, US
    serp_jobs.job_card.full_time
    Job Description & Requirements.Physical Therapist - Outpatient - (PT) .StartDate : ASAP Pay Rate : $1846.This opportunity is located in the charming town of Ball Ground, Georgia, known for its ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel MRI Tech - $2440 / Week

    Travel MRI Tech - $2440 / Week

    Cynet Health • Canton, GA, US
    serp_jobs.job_card.full_time
    Cynet Health is seeking an experienced MRI Tech for an exciting Travel Allied job in Canton, GA.Shift : 4x10 hr days Start Date : 12 / 22 / 2025 Duration : 13 weeks Pay : $2440 / Week.Ranked #5 Best Travel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Plan Review Consultant

    Plan Review Consultant

    FM • Tate, Georgia, United States
    serp_jobs.job_card.full_time
    FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000- size companies with engineering-based risk management and property insurance solut...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Travel Operating Room RN - $2,720 per week

    Travel Operating Room RN - $2,720 per week

    ADN Healthcare • Canton, GA, United States
    serp_jobs.job_card.permanent
    ADN Healthcare is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Canton, Georgia.Job Description & Requirements. Our Client is currently seeking OR - Operating Room for po...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    Apollon Wealth Management • Peachtree Corners, GA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Relationship Manager Reports to : .Director of Operations Status : Exempt Type : In-person As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    AlliedTravelCareers • Ball Ground, GA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Ball Ground, Georgia, 30107!. When it comes to finding the perfect locums assignment, sometimes it is al...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Oilfield Sales Manager

    Oilfield Sales Manager

    PSIS Consulting • Atlanta, GA, US
    serp_jobs.job_card.full_time
    Overview We are seeking an experienced and results-driven Oilfield Sales Manager to lead sales efforts for our high-performance product lines, including chemical EOR (Enhanced Oil Recovery) and pro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted