Active Trader Relationship Manager

Active Trader Relationship ManagerThe 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 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.Responsibilities:Delivering exceptional client service while cultivating relationships with E*TRADE active trader clientsProviding comprehensive support including product education, trade facilitation, platform demos and connecting E*TRADE clients with the full suite of Morgan Stanley products and servicesUtilizing deep technical knowledge of futures, margin and contracts trading, along with strong technical market analysis skillsMaking proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development callsGrowing the Active Trader client segment by uncovering outside assets and overseeing the onboarding journeyExhibiting critical thinking / problem solving skills to address client issues and questionsActing as a liaison between internal support teams to ensure our client's service needs are met timelyDemonstrating a thorough understanding of all E*TRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firmFocusing on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experienceMitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environmentMinimum Qualifications:Minimum 1 year of client service experienceFINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territoriesPreferred Qualifications:1+ years of supporting high net worth or active trader clients in a brokerage or financial services environmentBachelor's DegreeExcellent organizational skills with the ability to manage multiple tasksAbility to remain calm, professional and in control in a fast-paced 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 manage and resolve issues