Platinum Relationship Manager

Morgan Stanley

Platinum Relationship Manager retaining and growing high-value E*TRADE clients for Morgan Stanley. Delivering investment product support, trade facilitation, and exceptional financial-services client experiences.

Posted 8/12/2026full-timeAlpharetta • Arizona, Florida, Illinois, Utah • 🇺🇸 United StatesJunior💰 $65,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management within the financial services sector, leveraging strong communication and problem-solving skills to enhance client satisfaction and drive business growth. Holds active Series 7 and Series 63 licenses, with a thorough understanding of the securities industry and trading practices.

Highest-signal resume keywords

Client Relationship ManagementActive Series 7 LicenseActive Series 63 LicenseSecurities Industry KnowledgeProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperienceEquity TradingMargin TradingOption TradingTrade FacilitationProduct EducationRisk MitigationSales Performance ImprovementCustomer Satisfaction EnhancementAdherence to Policies

Soft Skills

Organizational SkillsCommunication SkillsIndependent Decision-MakingCalm Under PressureDedication to Client Expectations

Certifications & Qualifications

Series 7 LicenseSeries 63 License

Industry Keywords

Financial ServicesClient InteractionsInvestment NeedsVolatile Business EnvironmentCustomer Experience

About the role

Key responsibilities & impact

Retain and grow Morgan Stanley’s most valuable clients
Build personal connections by understanding clients’ investment needs, goals, and objectives
Serve as a trusted resource for high-value E*TRADE clients
Support teammate’s clients within a small team
Provide product education, knowledge, trade facilitation, and connections to Morgan Stanley products and services
Deliver exceptional client service and cultivate client relationships
Address client issues and questions using critical thinking and problem-solving
Liaise with internal support teams to ensure client service needs are met timely
Maintain thorough knowledge of Morgan Stanley products and services
Identify opportunities to maximize all aspects of Morgan Stanley
Improve overall performance, sales, customer satisfaction, and the customer experience
Mitigate risk through adherence to company policies and procedures
Manage high volumes of client interactions while adhering to a schedule

Requirements

What you’ll need

1–2+ years of client service experience within financial services
Active Series 7 license
Active Series 63 license
Thorough understanding of the securities industry, including equity, margin, and option trading
Excellent organizational skills and ability to manage multiple tasks
Ability to work flexible shift assignments
Ability to remain calm, professional, and in control in a volatile business environment
Dedication to exceeding client expectations
Passion to excel
Outstanding oral and written communication skills
Independent decision-making skills to manage and resolve issues

Benefits

Comp & perks

Annual discretionary incentive compensation award may be available
Participation in the relevant business unit’s incentive compensation plan may be available, potentially including a discretionary bonus
Medical insurance
Prescription Drug coverage
Dental insurance
Vision insurance
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
20 Vacation Days annually
10 Paid Holidays
401(k)
Short/Long Term Disability
Other special perks reserved for employees
Opportunity to move about the business
Employee support throughout the work-life journey