Morgan Stanley

Client Relationship Manager

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Utah • United States

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Salary

💰 $58,000 - $115,000 per year

About the role

  • Provide timely, accurate, and informative answers via phone calls to clients and internal partners
  • Assist clients with complex order execution, margin treatment, and risk-related inquiries
  • Analyze client positions and provide updates regarding expiring positions or procedures and addressing related margin calls
  • Provide extended support to clients in the way of corporate actions and dividends
  • Effectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenarios
  • Manage daily volume of inbound calls and inquiries submitted via Teams channels
  • Identify opportunities to refer clients to a Morgan Stanley Advisor for advice

Requirements

  • Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
  • Minimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk management
  • Bachelor’s Degree preferred
  • Thorough understanding of the securities industry and regulations with a particular emphasis on derivatives trading
  • Proven background in trading-focused role with extensive knowledge of margin treatment and risk management
  • Familiarity with Portfolio Margin accounts and treatment
  • Ability to work independently and utilize decision-making skills to address and resolve client issues
  • Strong work ethic, extraordinary interpersonal skills, and team orientation
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 & Tools
derivatives tradingmargin treatmentrisk managementportfolio margin accountscustomer serviceorder executionclient analysiscorporate actionsdividends
Soft Skills
interpersonal skillsdecision-makingcommunicationteam orientationwork ethic
Certifications
SIESeries 7Series 63Mass RegistrationTrader Certification