Talent.com
Platinum Relationship Manager
Platinum Relationship ManagerMorgan Stanley • Tampa, FL, US
Platinum Relationship Manager

Platinum Relationship Manager

Morgan Stanley • Tampa, FL, 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 • Tampa, FL, US

    [internal_linking.similar_jobs]
    Commercial Lines Client Service Manager | Hybrid

    Commercial Lines Client Service Manager | Hybrid

    APR • Tampa, FL, US
    [job_card.full_time]
    Commercial Lines Account Manager.Commercial Lines Department Manager.The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of commercial insu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    •NEW • Commercial Lines Account Manager | Remote Days

    •NEW • Commercial Lines Account Manager | Remote Days

    APR • Tampa, FL, US
    [filters.remote]
    [job_card.full_time]
    Job Title : Commercial Insurance Account Manager - Condominium Specialist.Servicing a Condominium Book of Business.As a Commercial Insurance Account Manager specializing in condominium accounts, you...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Pharmacy Relationship Manager

    Pharmacy Relationship Manager

    America's Pharmacy Group, LLC • Tampa, FL, United States
    [job_card.full_time]
    Whether you are working in a Pharmacy looking for additional income, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provid...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Training Manager

    Personal Training Manager

    Crunch Fitness - CR Holdings • Tampa, FL, US
    [job_card.full_time]
    Personal Training Manager- Riverview Club​.Are you a driven leader with a passion for fitness, sales, and team development? Be part of one of the greatest growth stories in the fitness indus...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Sales Manager

    Field Sales Manager

    Xerox Corporation • Tampa, FL, United States
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Credit Team Lead

    Commercial Credit Team Lead

    Amerant Bank • Tampa, FL, US
    [job_card.full_time]
    The Commercial Credit Team Lead is responsible for the credit portfolio administration and monitoring of credit quality for the commercial loan portfolio. This position also entails leading and supe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Manager

    Portfolio Manager

    White & Case LLP • Tampa, FL, United States
    [job_card.full_time]
    White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide.Our long history as an international firm means we are perfectly placed to help ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Development Representative, MultiPro Property Solutions

    Business Development Representative, MultiPro Property Solutions

    Valet Living • Tampa, FL, United States
    [job_card.full_time]
    Are you a driven, results-oriented sales professional with a hunter mentality? Join our fast-paced team and play a key role in building strong client relationships and driving business growth!.We'r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Business Development Manager - Post Acute RCM Sales

    Associate Business Development Manager - Post Acute RCM Sales

    Inovalon, Inc. • Tampa, FL, United States
    [job_card.full_time]
    Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and ec...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker I (Carrollwood)

    Relationship Banker I (Carrollwood)

    Regions Financial • Tampa, FL, US
    [job_card.full_time]
    Job Title : Relationship Banker I.At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Tampa, FL
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Home Improvement Field Manager No Sales, High Income

    Home Improvement Field Manager No Sales, High Income

    Statewide Window and Doors • Tampa, FL, US
    [job_card.full_time]
    Position : Home Improvement Field Manager.Recruit, interview, hire, train and manage a team of canvassers.Plan neighborhood routes and daily field schedules. Schedule appointments for FREE estimates....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional Treasury Management Sales Manager

    Regional Treasury Management Sales Manager

    Seacoast National Bank • Tampa, FL, United States
    [job_card.full_time]
    Position can be located in Miami, Ft Lauderdale or Tampa.The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for Region assigned.Pos...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Carefree Title Branch Manager

    Carefree Title Branch Manager

    Meritage Homes • Tampa, FL, United States
    [job_card.full_time]
    In addition to daily escrow officer duties, oversee day to day operations of the branch, daily activities and reporting.Provide guidance to the staff and be knowledgeable on company - escrow and ti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PWM Investment Portfolio Manager

    PWM Investment Portfolio Manager

    U.S. Bank • Tampa, FL, United States
    [job_card.full_time]
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Real Estate Banker

    Commercial Real Estate Banker

    Seacoast National Bank • Tampa, FL, United States
    [job_card.full_time]
    Location : Position can be located in Tampa, St.Balance credit quality of portfolio and loan growth.Assume total responsibility for monitoring portfolio and proactively works to identify weakness in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Tampa, FL, USA
    [filters.remote]
    [job_card.full_time]
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Business Development Manager (Full Cycle Sales)

    Associate Business Development Manager (Full Cycle Sales)

    Inovalon, Inc. • Tampa, FL, United States
    [job_card.full_time]
    Inovalon was founded in 1998 on the belief that technology, and data specifically, would empower the transformation of the entire healthcare ecosystem for the better, improving both outcomes and ec...[show_more]
    [last_updated.last_updated_30] • [promoted]