Account Manager

• Provide tailored education and trading support on margin treatment, strategy employment, and risk management
• Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls
• Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey
• Customized PET platform demos
• Comprehensive support including product education, trade facilitation and asset gathering
• Exhibit critical thinking/problem solving skills to address client issues and questions
• Act as a liaison between internal support teams to ensure our client’s service needs are met timely
• Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products/services and be responsible for identifying opportunities to maximize all aspects of the firm
• Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
• Priority review on workflow requests, operational items

Active Trader Relationship Manager

Relationship Manager – Insurance & Healthcare Practice

Relationship Manager I – Business Banking

Territory Manager – Midwest

Principal Coordinator, Risk Management