Talent.com
Platinum Relationship Manager
Platinum Relationship ManagerMorgan Stanley • Alpharetta, GA, US
Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley • Alpharetta, GA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Platinum Relationship Manager

The E

  • TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E
  • TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Responsibilities :

As a Platinum Relationship Manager, you will help drive our industry leading service culture by :

  • Comprehensive support including product education, knowledge, trade facilitation and connecting E
  • TRADE clients with the full suite of Morgan Stanley products and services.
  • Deliver exceptional client service while cultivating relationships with our highest value E
  • TRADE clients.
  • Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience.
  • Function as a liaison between our internal support teams to ensure our client's service needs are met timely.
  • Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley.
  • Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience.
  • Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment.
  • Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule.
  • Required Qualifications :

  • 1-2+ years of client service experience within financial services
  • Active Licenses : Series 7 and Series 63
  • Preferred Qualifications :

  • Bachelor's degree
  • Thorough understanding of the securities industry including equity, margin, and option trading
  • Excellent organizational skills with the ability to manage multiple tasks
  • Ability to work flexible shift assignments
  • Ability to remain calm, professional and in control in a volatile business environment
  • Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral / written communication skills
  • Utilize independent decision-making skills to manage and resolve issues
  • What 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.

    [job_alerts.create_a_job]

    Relationship Manager • Alpharetta, GA, US

    [internal_linking.related_jobs]
    Travel Radiation Therapist - $2,336 per week

    Travel Radiation Therapist - $2,336 per week

    ADEX Healthcare Staffing LLC • Canton, GA, United States
    [job_card.full_time]
    ADEX Healthcare Staffing LLC is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements. Radiation Therapy Tech - Radiation Therapist.Work Monday thro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist - $2,276 per week

    Travel Physical Therapist - $2,276 per week

    CompHealth Inc. • Ball Ground, GA, United States
    [job_card.permanent]
    Physical Therapist for a travel job in Ball Ground, Georgia.Job Description & Requirements.When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHealth ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Therapy - PT

    Therapy - PT

    PT Solutions of Ball Ground • Ball Ground, GA, United States
    [job_card.full_time]
    Are you ready to take your Travel career to the next level? See places you have not seen before? Ventura's MedStaff tenured Recruiters are here to help you find your ideal contract; with over 50 ye...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PRN Performance Physical Therapist

    PRN Performance Physical Therapist

    EXOS • Canton, GA, United States
    [job_card.full_time]
    We are looking for a Physical Therapist to join our team! The primary duties of a Physical Therapist are : .Assist in the development of the EXOS rehabilitation system in accordance with all local, s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Manager

    Client Relationship Manager

    Atlanta Staffing • Atlanta, GA, US
    [job_card.full_time]
    Cardinal Health Sonexus Access and Patient Support.Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can acces...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager I - Business Banking

    Relationship Manager I - Business Banking

    PNC • Atlanta, GA, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,364 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $2,364 per week in Ball Ground, GA

    AlliedTravelNetwork • Ball Ground, GA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Medical Solutions to find a qualified Physical Therapist (PT) in Ball Ground, Georgia, 30107!. A facility in Ball Ground, GA is seeking its next amazing PT (Physi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    OR RN

    OR RN

    PRN Healthcare Services • Canton, GA, United States
    [job_card.full_time]
    Georgia is an enticing destination for travelers seeking a perfect blend of rich history, diverse culture, and breathtaking natural beauty. Your adventure starts here with PRN Healthcare!.Take contr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Jasper, Georgia, US
    [job_card.full_time] +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2366 / Week

    Travel Radiation Therapist - $2366 / Week

    Lancesoft • Canton, GA, US
    [job_card.full_time]
    Lancesoft is seeking an experienced Radiation Therapist for an exciting Travel Allied job in Canton, GA.Shift : 5x8 hr days Start Date : 01 / 12 / 2026 Duration : 12 weeks Pay : $2366 / Week.No local candi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Territory Sales Manager - Georgia (Automotive & Industrial Lubricants)

    Territory Sales Manager - Georgia (Automotive & Industrial Lubricants)

    Auto Lube Group LLC • Norcross, GA, US
    [job_card.full_time]
    Distributor of Liqui Moly & Fuchs Lubricants.Autolube Group LLC is a leading U.OEM-approved motor oils, lubricants, greases, and additives for the. Headquartered in Norcross, Georgia, we proudly...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2,206 per week

    Travel Radiation Therapist - $2,206 per week

    Nationwide Therapy Group • Canton, GA, United States
    [job_card.full_time]
    Nationwide Therapy Group is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements. About Nationwide Therapy Group.NTG is a proud partner with health...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Merchant Services Relationship Manager

    Merchant Services Relationship Manager

    Truist • Atlanta, GA, US
    [job_card.full_time] +1
    Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management / working capital approach with a focus on risk mitigation and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Engagement Manager

    Client Engagement Manager

    Safety National • Alpharetta, GA, United States
    [job_card.full_time]
    At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Manager

    Client Relationship Manager

    ROCKEFELLER CAPITAL MANAGEMENT • Atlanta, GA, US
    [job_card.full_time]
    Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2,539 per week

    Travel Radiation Therapist - $2,539 per week

    Spire • Canton, GA, United States
    [job_card.full_time]
    Spire is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements.Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,364 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $2,364 per week in Ball Ground, GA

    Medical Solutions • Ball Ground, GA, US
    [job_card.full_time]
    A facility in Ball Ground, GA is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationw...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Ball Ground, GA

    AlliedTravelCareers • Ball Ground, GA, US
    [job_card.full_time]
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Ball Ground, Georgia, 30107!. When it comes to finding the perfect locums assignment, sometimes it is al...[show_more]
    [last_updated.last_updated_30] • [promoted]