Active Trader Relationship Manager

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 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 Thorough understanding of the securities industry including equity, margin, and option trading Excellent organizational skills, with the ability to handle multiple tasks Ability to work flexible shift assignments Ability to remain calm, professional, and in control in a volatile business environment Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize independent decision-making skills to handle and resolve issues Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification Minimum Years of Experience: 1+ years Bachelor's Degree preferred Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For Illinois: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.