Associate Relationship Manager (RM I)

More than 30 years ago, ETRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

RESPONSIBILITIES

SUMMARY

The Relationship Manager (RM) performs a critical customer-facing role and is the primary contact for selected clients or may serve in a support role with other relationship managers assisting larger investment advisory firms. The RM answers client inquiries, processes account transactions and is knowledgeable on the products being serviced by the department. The RM is responsible for training clients on operational procedures and correct paperwork completion. The RM will assist clients with basic trading problems.

RESPONSIBILITIES

  • Cultivates strong relationships with selected clients
  • Resolves client problems
  • Performs follow-up on outstanding client issues
  • Anticipates and responds to client's special needs
  • Provides client training by phone for processes and paperwork completion
  • Processes client requests received in daily mail delivery


REQUIREMENTS

Basic
  • A high school diploma or the equivalent is required.

Preferred
  • Must be able to design basic documents in Word and basic spreadsheets in Excel.
  • Must be able to communicate effectively in English via telephone, written communications and e-mail.
  • Must have 1 year of client service experience in the financial services industry or a Bachelor Degree in lieu of years of experience.
  • Must pay attention to details and maintain an organized workflow.
  • Must be able to juggle tasks and priorities to meet strict deadlines.
  • Must have strong problem-solving skills to identify root causes and implement problem solutions.
  • Must be able communicate well with different levels of the company and work in a team environment.


We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E
TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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