Premier Relationship Manager

Morgan Stanley

. Deliver exceptional service to existing and prospective high-net-worth E*TRADE clients .

Posted 10/14/2026full-timeUnited StatesJunior💰 $75,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service and business development within the financial services sector, with a strong focus on high-net-worth clientele. Proficient in utilizing E*TRADE platforms to enhance client engagement and retention while adhering to regulatory standards.

Highest-signal resume keywords

FINRA Series 7FINRA Series 63Client Service ExperienceBusiness Development SkillsFinancial Brokerage Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Organizational SkillsCommunication SkillsDecision-Making SkillsTeam CollaborationCalm Under Pressure

Tools & Technologies

E*TRADE Platforms

Certifications & Qualifications

FINRA Series 7FINRA Series 63

Industry Keywords

High-Net-Worth ClientsRetail BrokerageClient OnboardingCustomer SatisfactionRisk Mitigation

About the role

Key responsibilities & impact

Deliver exceptional service to existing and prospective high-net-worth E*TRADE clients
Conduct proactive, high-volume outbound calls to engage potential high-net-worth clients
Develop knowledge of Morgan Stanley products and services and identify opportunities for priority clients
Liaise with internal support teams and stakeholders to address client inquiries and complex needs
Support onboarding, relationship deepening, and retention through education and white-glove service
Identify and gather net new assets from existing E*TRADE clients and prospects
Educate clients on E*TRADE platforms and help them maximize the offering
Improve performance, sales, customer satisfaction, and the overall customer experience
Mitigate risk by adhering to company policies and procedures

Requirements

What you’ll need

Minimum 1 year of client service experience
FINRA Series 7 and 63 (or equivalent)
Ability to be registered in all states and territories
Excellent business development and sales skills
Understanding of the financial needs of retail brokerage clientele
Excellent organizational skills and ability to manage multiple tasks
Ability to work collaboratively in a team-oriented environment
Ability to remain calm, professional, and in control in a fast-paced business environment
Outstanding oral and written communication skills
Independent decision-making skills to manage and resolve issues

Benefits

Comp & perks

Comprehensive employee benefits and perks
Morgan Stanley-sponsored benefit programs
Opportunities for career development and internal mobility
Support for employees and their families throughout their work-life journey
Inclusive and collaborative work environment