
Leading company in the financial services industry
Active Trader Relationship Manager
必須スキル
Excel
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 managementProactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development callsGrow Active Trader segment by uncovering outside assets and overseeing the onboarding journeyCustomized PET platform demosComprehensive support including product education, trade facilitation and asset gatheringExhibit critical thinking / problem solving skills to address client issues and questionsAct as a liaison between internal support teams to ensure our client’s service needs are met timelyDemonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firmFocus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experiencePriority review on workflow requests, operational items Skills: Thorough understanding of the securities industry including equity, margin, and option tradingExcellent organizational skills, with the ability to handle multiple tasksAbility to work flexible shift assignmentsAbility to remain calm, professional, and in control in a volatile business environmentMust be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skillsUtilize independent decision-making skills to handle and resolve issuesMinimum Qualifications:Registrations: SIE, Series 7, Series 63, Mass Registration, Trader CertificationMinimum Years of Experience: 1+ yearsPreferred Qualifications:Bachelor’s Degree preferredWHAT 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.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.For Illinois:Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Morgan Stanleyについて

Morgan Stanley
PublicMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City.
10,001+
従業員数
New York
本社所在地
$150B
企業価値
レビュー
10件のレビュー
4.1
10件のレビュー
ワークライフバランス
2.8
報酬
4.2
企業文化
3.7
キャリア
4.1
経営陣
2.9
75%
知人への推奨率
良い点
Great learning opportunities and experience
High salary and bonuses
Good team dynamics and supportive colleagues
改善点
Long hours during peak times
High stress and overwhelming environment
Work-life balance issues
給与レンジ
6,221件のデータ
Junior/L3
Director
Junior/L3 · Operations Analyst
441件のレポート
$83,240
年収総額
基本給
$76,802
ストック
-
ボーナス
$6,438
$60,778
$115,186
面接レビュー
レビュー6件
難易度
3.2
/ 5
期間
21-35週間
面接プロセス
1
Application Review
2
HR Screen/HireVue
3
Technical/Behavioral Interviews
4
Superday/Final Round
5
Onsite Interview
6
Offer Decision
よくある質問
Technical Knowledge
Behavioral/STAR
Investment/Finance Concepts
Case Study
Culture Fit
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