Futures Client Relationship Manager
$58k - $115kMorgan-Stanley
Position Summary :This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer questions primarily through inbound phone calls; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company’s products and services.Role Differentiators :Support Futures clients in the way of futures transactions services, platform education, trade placement, updating expiring positions, margin and risk-related inquiries, buying power and balances reviews, and trade inquiries.Role Responsibilities :Provide timely, accurate, and informative answers via phone calls to clients and internal partnersAssist clients with futures options order execution, margin treatment, and risk related inquiriesProvides updates regarding expiring positions and margin callsWork in tandem with the Futures Risk Team to address client issues, requests for information, or any regulatory requirementsProvide operational support in the way of account opening and information gatheringEffectively communicate ETRADE (ET) policies and procedures, as well as industry regulations, as they relate to various client scenariosManage daily volume of inbound calls and inquiries submitted via Teams channelsBasic Qualifications :Registrations (required for role): Series 3, Ability to obtain Mass RegistrationMinimum Years of Experience: 2 years of customer-facing, futures-focused brokerage experience with significant acumen regarding the trading of futures and futures options, margin treatment, and risk managementPreferred Qualifications :Bachelor’s Degree preferredThorough understanding of the securities industry and regulations with a particular emphasis on derivatives tradingUnderstanding of futures execution, trading procedures, and pricingWorking knowledge of futures products, margin requirements, and trade processingProven background in trading-focused role with extensive knowledge of margin treatment and risk managementAbility to work independently and utilize decision-making skills to address and resolve client issuesStrong work ethic, extraordinary interpersonal skills, and team orientationHeightened sense of ownership and responsibilityStrong written and verbal communication skillsAttention to detail and strong analytical skillsWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 into your browser.For Illinois:Salary range for the position: $58,000.00 and $115,000.00 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : . #J-18808-Ljbffr Morgan-Stanley
$58k - $115k
A leading financial services firm in Illinois is seeking a Futures Client Support Agent to provide exceptional customer service and assist... ...will have strong analytical skills and be reliable in managing customer inquiries efficiently. Attractive benefits and a competitive...Suggested$45 - $49 per hour
Job Details Title: Client Relationship Manager Client: Banking Work Location (Hybrid): Chicago, IL, 60661 Duration: 12 months of contract (Based... ...to support top-tier institutional clients trading in Futures, Options, and OTC cleared products. Key Responsibilities...SuggestedContract workTemporary workFor contractorsMonday to FridayShift work$75k - $110k
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$110k - $130k
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A financial services firm in Chicago is looking for a Client Relationship Manager to support institutional clients in trading Futures and Options. Responsibilities include addressing client inquiries, handling lifecycle events, and resolving issues. The role is a 12-month...Hourly payContract work- ...Job Title Connecting clients to markets – and talent to opportunity With... ...for developing and maintaining futures clearing and execution relationships, requiring proven sales experience... ...performance and recommendations of management, this role may be eligible to participate...Work at office
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...Job Description Summary The Enterprise Client Director (ECD) serves as a trusted... ...account. The ECD owns the account-level relationship strategy across GEHC's equipment, service... ...individuals for employment visas, now or in the future, for this job opening. For U.S. based...Visa sponsorshipWork visaRelocation package- ...the planning, execution, and management of complex and large transformation engagements at TCS clients. They will be required to coordinate... ...maintaining strong client relationships • Demonstrated experience... ...the country without current or future visa sponsorship #LI KM-1Visa sponsorship
$100k - $250k
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$100k
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...Huron helps its clients drive growth, enhance performance and sustain leadership in the markets... ..., enabling organizations to own the future, instead of being disrupted by it. Together... ...engagement across the enterprise. The Manager of Client Enablement & Onboarding will...Permanent employmentLocal areaImmediate startShift work- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
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$16.93 - $21.63 per hour
...Client Service Coordinator A career at Banfield means you'll find yourself... ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate... ...: Customer Focus Peer Relationships Integrity & Trust Action Oriented...Hourly payMinimum wageLocal areaShift workAfternoon shift$90k
Client Relationship Manager Crucial Hire | Chicago, IL (Gold Coast - In Office) Executive Search • Client Relationships • Market Development About Crucial Hire Crucial Hire is a boutique executive search firm in Chicago’s Gold Coast, partnering with CEOs, founders, and...Work at officeLocal area$200k - $300k
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...life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage,... ...subject to change and may be modified in the future. Vouch believes in putting our people first,...Work experience placementWork at office3 days per week- Overview Client Relationship Manager - High‑Touch Client Service • Relationship‑Driven • Fast‑Growing Advisory Team We’re looking for a Client Relationship Manager who loves building relationships, anticipates needs before they’re spoken, and takes pride in delivering...Contract work
- ...Account Manager The Account Manager will be responsible for maintaining long-term relationships with our customers by providing them with solutions to meet their financial... ...threading activities and renewals by helping clients understand how G2's solutions help...
- ...Client Solutions Executive EMPIST is a full-service IT company... ...is ideal for a consultative, relationship-driven technology sales professional... ...on acquiring new clients for Managed IT Services, Cybersecurity,... .... Recognized on the Channel Futures MSP 501 list and ranked among...Base plus commissionWork at officeLocal area
$104k - $130k
...to lay the base for the fully autonomous future of work outdoors. We have a growing... ...are growing our team. Reporting to the Manager of Customer Success, the Customer Success... ...and engineering teams Develop strong relationships with key stakeholders at customer sites...Work at officeNight shift- ...Customer Success Manager – North America Join Plotline as an early... ...exceptional value to our enterprise clients as we expand internationally.... ..., and best practices Relationship Building: Establish strong,... ...want to help shape Plotline’s future in a dynamic market, we’d...
$90k
...growing fast and need a Customer Success Manager who treats their book of business like a... ...adoption, delivering ROI, and expanding relationships. Who You Are You own outcomes, not... ...meet. Read our values → Ready to Lead the Future of Employee Advocacy? Apply now and help...16 hoursFull timeLocal areaRemote workFlexible hours$85.5k - $95k
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...Marketing & Communications Manager - Americas Division Simon-Kucher is seeking a Marketing... ...teams to drive brand visibility, client engagement, and business growth. The ideal... ...your loved ones safe. Invest in your future. All US and Canadian employees enjoy 401(...Work at office$38k - $55k
...team, dedicated to building strong relationships with customers, addressing inquiries... ...providing personalized service. Policy Management: Assisting clients with policy changes, updates, and... ...Confidence to Run a Business in the Future? This busy insurance and...For contractorsWork at office
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