E-TRADE - Team Lead, Advantage Relationship Management Job at Morgan Stanley
E-TRADE - Team Lead, Advantage Relationship Management
Job Number:
3232379
POSTING DATE: Mar 2, 2023
PRIMARY LOCATION: Americas-United States of America-Florida-Temple Terrace
EDUCATION LEVEL: Bachelor's Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt
DESCRIPTION
The Advantage team is seeking a high potential Team Lead with ability to exceed the performance expectations of a Relationship Manager while assisting with client escalations and various team developmental activities. A Team Lead will cultivate personal relationships and become a trusted resource for their clients, associated MS Financial Advisors, and the members of their team. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company products and services, as well as broader trends in the industry.
RESPONSIBILITIES
As a Team Lead, you will help drive our industry leading service culture by:
Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
Acting as a liaison with our internal support teams to ensure our client’s service needs are met in a timely manner
Demonstrate leadership on a daily basis
Assist Team Manager with daily duties including monitoring job performance and coaching employees
Having a thorough understanding of all Morgan Stanley and E*TRADE products and services
Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, customer satisfaction and the entire customer experience
Carrying out responsibilities with attention and adherence to E*TRADE’s core values – Customer Focus, Agility, Reliability, and Innovation
QUALIFICATIONS
Basic
Minimum of 2-year brokerage experience
Series 7/63 license required
Series 9/10 (required in 90 days of hire date)
Preferred
Bachelor’s Degree
2+ years E*TRADE Relationship Management experience with proven track record on service issues (no customer complaints with follow up, clear capability with respect to all ETF systems and operational processes)
Strong interpersonal collaboration and team skills including working with cross-functional teams – proven flexibility, adaptability, and reliability
Excellent knowledge of ETF Compliance practices and proven track record working within ETF Compliance and industry regulatory parameters
Thorough understanding of the securities industry including equity, margin, and option trading
Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
Excellent organizational skills, with the ability to handle multiple tasks
Outstanding oral and written communication skills
Ability to work in a fast-paced and deadline-oriented environment, as well as flexible shift assignments and additional hours when business needs dictate
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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