Relationship Manager (RM II)

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 II performs a critical customer-facing role and is the primary contact for selected clients. The Manager answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the department. The Manager is responsible for training other department members on policies and procedures and helps management monitor department workflow to ensure that all tasks are completed within the established timeframes.

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 and orientation for Trust Company processes and systems
  • Serves as the department subject matter expert
  • Trains new employees in the department
  • Prepares client communications/reports
  • Processes client requests received in daily mail delivery
  • Participates in special projects


REQUIREMENTS

Basic
  • A high school diploma or the equivalent is required; a Bachelor's degree is preferred.
  • Must have 3-5 years of client service experience in the financial services industry.Associates degree, Bachelor's degree or Masters of Business Administration in a related field will be considered toward the years-of-experience requirement.

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 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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