Rental Account Manager
Ryder System, Inc.
Active Trader Relationship Manager
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $110,000 per year
Job Level
Junior
About the role
- 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
Requirements
- Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
- Minimum Years of Experience: 1+ years
- Bachelor's Degree preferred
Benefits
- 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)
- Short/Long Term Disability
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
margin treatmentrisk managementtrading strategyproduct educationtrade facilitationasset gatheringcritical thinkingproblem solving
Soft skills
proactive outreachclient relationship developmentcommunicationliaisoncustomer satisfactionperformance improvement
Certifications
SIESeries 7Series 63Mass RegistrationTrader Certification
