Trader Relationship Manager

Department Overview

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.

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of E
* TRADE’s Active Trader client segment. ATRM’s will focus on deepening relationships through frequent and proactive outreach catered to clients’ 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.

• Delivering exceptional client service while cultivating relationships with E
  * TRADE active trader clients
• Providing comprehensive support including product education, trade facilitation, platform demos and connecting E
  * TRADE clients with the full suite of Morgan Stanley products and services
• Utilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skills
• Making proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Growing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journey
• Exhibiting critical thinking/problem‑solving skills to address client issues and questions
• Acting as a liaison between internal support teams to ensure our clients’ service needs are met timely
• Demonstrating a thorough understanding of all E
  * TRADE & Morgan Stanley products/services and being responsible for identifying opportunities to maximize all aspects of the firm
• 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 1 year of client service experience
• FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories

• 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
• Bachelor’s Degree
• Excellent organizational skills with the ability to manage multiple tasks
• 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

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…