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
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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$100.07k - $157.47k
Client Relationship Manager Mid - MarketSkip to main contentThis site uses cookies to provide you with a greater user experience. By dismissing... ...we fight for everyone’s opportunity for a better financial future.*****We will do this together — with customers, partners and...Contract workPart timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours- ...role and will be assessed during the interview process. We're looking for a client advocate who puts customers first and thrives on solving complex problems. As a Client Relationship Manager, you'll be the go-to partner for our B2B plan sponsors, managing inbound...Full timeWork at officeLocal area2 days per week3 days per week
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$117.5k - $185k
Job Description Serve as the lead primary relationship manager for a portfolio of large corporate clients, partnering with treasury, payments, and service teams to deliver an exceptional client experience. This role is responsible for monitoring payment performance, identifying...Shift workDay 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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- ...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
- ...G2 Gives program). About The Role: The Account Manager will be responsible for maintaining long-term relationships with our customers by providing them with solutions... ...-threading activities and renewals by helping clients understand how G2’s solutions help marketing and...Work at officeRemote workFlexible hours
$83k - $105k
...we don’t just invest in your future, we accelerate your career –... ...for our internal and external clients. This role provides direct supervision... ..., and the capacity to manage multiple priorities... ...professionals.* Monitor vendor relationships and service agreements related...Full timeWork experience placementWork at office$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... ...Leadership: Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented,...Hourly payMinimum wageLocal areaAfternoon shift$16.93 - $21.63 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the... ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate... ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening...Hourly payMinimum wageFull timeLocal areaShift workAfternoon shift$100k - $110k
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