Complex Trade Support 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 Responsibilities :
- Provide timely, accurate, and informative answers via phone calls to clients and internal partners
- Assist clients with complex order execution, margin treatment, and risk-related inquiries
- Analyze client positions and provide updates regarding expiring positions or procedures and addressing related margin calls
- Provide extended support to clients in the way of corporate actions and dividends
- Effectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenarios
- Manage daily volume of inbound calls and inquiries submitted via Teams channels
- Identify opportunities to refer clients to a Morgan Stanley Advisor for advice
Minimum Qualifications :
- Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
- Minimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk management
Preferred Skills :
- Bachelor’s Degree preferred
- Thorough understanding of the securities industry and regulations with a particular emphasis on derivatives trading
- Proven background in trading-focused role with extensive knowledge of margin treatment and risk management
- Familiarity with Portfolio Margin accounts and treatment
- Ability to work independently and utilize decision-making skills to address and resolve client issues
- Strong work ethic, extraordinary interpersonal skills, and team orientation
WHAT 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: .
$58k - $115k
...answers via phone calls to clients and internal partners Assist clients with complex order execution, margin... ...Provide extended support to clients in the way of... ...various client scenarios Manage daily volume of inbound... ...regarding derivatives trading, margin treatment, and...SuggestedTemporary work$110k - $130k
...growth opportunities for our clients around the globe. Founded in... ...Overview: The Client Relationship Manager owns strategic engagement across... ...engagement that builds pipeline in support of practice growth... ...independently and navigate complex, multi-stakeholder organizations...Suggested- ...going further for our clients. We are one firm... ...on building relationships and providing exceptional... ...a Client Service Manager, you will work... ...wealth management. Support Advisors and Partners... ...with clients with complex account needs,... ...recommendations via trading through Financial...SuggestedFull timeTemporary workWork experience placement
- ...Our client is a growing independent multi-family office and wealth management platform serving ultra-high-net-worth... ...on long-term relationships, exceptional client... ...service standards that support an exceptional client... ...management Supporting complex family office relationships...SuggestedWork at office
$89.1k - $140.8k
...Key Customer Success Manager is responsible for growth... ...and services via relationship-focused client management. As the... ...all global regions to support long term strategic plan... ...simple to the most complex. With $22 billion in... ...services accelerates trade to seamlessly deliver...SuggestedHourly payContract workTemporary workWork at officeWorldwideFlexible hours- ...Client Relationship Manager Location: Chicago, IL 60661 Pay Rate: $48.44/hr, paid weekly Schedule... ...of contact for brokerage clients trading Futures & Options and OTC clearing products... ...(e.g., expiries, last trade dates) Support client onboarding and access requests...Weekly payContract workImmediate startWork from homeMonday to Friday
- The Sr. Client Relationship Manager is a high impact sales role responsible for driving new business and... ...products. Balance inbound, BDR-supported, and referral-driven leads with consistent... ...organizations and navigating complex buying groups. Strong command of pipeline...Local areaRemote work
$45 - $49 per hour
Job Details Title: Client Relationship Manager Client: Banking Work Location (Hybrid): Chicago, IL, 60661 Duration: 12 months... ...Manager / Client Service Representative to support top-tier institutional clients trading in Futures, Options, and OTC cleared products....Contract workTemporary workFor contractorsMonday to FridayShift work$117.5k - $185k
...Description Serve as the lead primary relationship manager for a portfolio of large corporate clients, partnering with treasury,... ...client reviews, address complex payment issues, coordinate cross... ...escalating and resolving issues, supporting onboarding and change initiatives...Shift workDay shift$200k - $225k
Senior Client Relationship Manager - William Blair Salary Range: $200,000 - $225,000 per year Location... ...and market developments Execute complex client transactions and requests accurately... ...junior relationship managers and support smaller client accounts Represent William...Full time$45 - $49 per hour
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- ...Account Executive/Client Partner _ Buckhead, GA &... ...related to communication, relationship building, organization... ..., mentoring, and support. Duties and Responsibilities... ...networking events, trade shows and other sales... ...clients with their complex technology needs. Now1...Permanent employmentFull timeContract workRemote work
- A top client is searching for an experienced Director of... ...teams Develop escalation management processes for customer concerns... ...standards company‑wide Support company growth... ...construction, specialty trades, or other operationally complex service industries. Proven...
- ...Embrace a leadership role as a Client Service Senior Manager within our Commercial &... ...service.⯠Analyze complex data and situations to identify... ...and maintain productive relationships with internal stakeholders... ...quantitative reporting to support data-driven decision-...
$75.75k - $126.25k
...Choices Team Overview The Client Value Executive (CVE) serves... ...reporting, billing, risk management, and execution cadence—to improve... ...Experience supporting large financial institutions... ...years of experience leading complex, high-stakes enterprise programs...Full timeTemporary workWork experience placementRemote workFlexible hours$70k - $80k
...comprehensive solutions to our clients. From sales management to marketing, all... ...10% - i.e.industry trade shows, client... ...Help clients navigate relationships and meetings with... ...submissions to Amazon support. Lead onboarding of... ...clearly articulate complex concepts/processes in...Summer workWork at office$119k - $160k
...ambitious brands to solve complex challenges, accelerate... ...job The Engagement Manager is a role that will... ...opportunities to grow and improve clients' digital capabilities... ...trusted, long-term relationships with key stakeholders... ...possible options to support business needs. Takes...Full timeWork experience placementWork at officeImmediate startFlexible hours2 days per week$120k - $135k
...Client Relationship Manager Requisition ID: 48442 Business Unit: Fitch Learning Category: Business Development & Sales Location: Chicago, IL, US... ...Retirement planning and tuition reimbursement programs that support your short- and long‑term goals Promoting Health &...Temporary workApprenticeshipWork at officeImmediate start3 days per week- ...of Payments As a Payments Client Manager within our Global Payments... ...will manage a portfolio of complex clients, becoming a trusted... ...training and development to support your career growth. Together... ...Build and nurture strong client relationships, providing strategic...
$150k
...Client Relationship Manager, Multi-Family Office Location: Park Ridge, IL (On-Site Preferred) Reports to the President, Direct Investments Salary... ...opportunities to expand services and deepen engagement. Support referral opportunities through exceptional relationship management...Work at office- ...Overview Client Support & Execution: Support daily client requests and retain ownership of... ...deliverables, and updates in CRM systems Relationship Building: Build foundational... ...conversations and solution alignment Risk Management: Track client relationship health and...Flexible hours
$200k - $300k
...organizations optimize performance, manage risk, and maximize value... ...industry knowledge and relationships, solutions to address clients’ unique business goals... ...and the orchestration of complex, multi-service pursuits.... ...Equity practice - supporting local client and prospect...Private practiceWork at officeLocal areaFlexible hours3 days per week$90k - $155.16k
...Overview The Senior Client Executives grow the incredible... ...of clients that TierPoint supports through personalized and comprehensive... ...from our guidance and management of complex IT infrastructures. You... ...Prospect, qualify, and create new relationships with clients who would...Full timeLocal areaRemote workWork from homeHome office$159.8k - $189k
...& Industry Relations Manager provides strategic direction... ...representation of key clients and industry... ...performance; creates and supports execution of development... ...Expert consultative and relationship building skills with... ...strategic initiatives across complex organizational...Work experience placementVisa sponsorship- ...Canals to help process orders, manage purchasing, handle accounts... ...'ll own the full post-sale relationship for a portfolio of accounts... ...environments, enjoy simplifying complex systems for non-technical... ...act quickly. Experience supporting B2B or enterprise customers...Remote workFlexible hours
$100k - $110k
...Customer Success Manager Chicago, Remote Come... ...Healthcare benefits are complex, underutilized, and a... ...by consolidating our clients' health and wellness strategies... ...strong, consultative relationships across all levels of a... ...15-20% to support client book of business...Temporary workWork at officeLocal areaRemote workFlexible hours$105k - $155k
...flexible working policy that supports a healthy balance between... ...Being a Senior Customer Success Manager at iManage means… You are... ...lifecycle, you will build trusted relationships, grounded in accountability,... ...to solve the most complex professional challenges and...Work at officeLocal areaWorldwideFlexible hours$87k - $172k
...linchpin of the post-sales customer relationship. By combining deep business... .... Senior Customer Success Manager The Role As a Senior... ...customers navigate their most complex journeys on MongoDB. You’ll be... ...Sales, Product, Services, and Support to drive long-term health and...Work experience placementLocal areaWorldwideFlexible hours$75k - $100k
...companies the ability to manage how they appear in... ...organized, proactive, and relationship-driven. You're... ...outcomes, navigating complex stakeholder relationships... ...with Sales, Product, Support, Marketing, and Brand... ...solutions consulting, or a client-facing SaaS role ~ Experience...Full timeShift work- ...The Customer Success Manager (CSM) is responsible for... ...performance of clients on our global payments... ...operational requests, resolves complex payment issues,... ...maintain deep, trust-based relationships with external... ...Analytics, Partnerships, and Support. The Translator: Act...Work experience placementWork at officeLocal areaRemote workWork from home3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Complex Trade Support Client Relationship Manager. Be the first to apply!
- end user support manager Chicago, IL
- student support manager Chicago, IL
- senior support manager Chicago, IL
- family support manager Chicago, IL
- global support manager Chicago, IL
- business support manager Chicago, IL
- support supervisor Chicago, IL
- support operations manager Chicago, IL
- support manager Chicago, IL
- client experience manager Chicago, IL


