Platinum Relationship Manager

Platinum Relationship Manager

Position Summary



These high level RMs will support and retain E*TRADE Securities most valuable clients. This position will require the collective management of an exclusive book of clients within a small team of brokers. Clients assigned to a specific team will utilize the members of the dedicated team interchangeably,!
as the high level services provided will be consistent with each RM. The positionb
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>ESSENTIAL JOB FUNCTIONS:



RELATIONSHIP MANAGEMENT / CUSTOMER SERVICE&nbs!
p; Ensure retention of dedicated client-base clients through concierge-type comprehensive supportCapacity to place/review orders and to identify and escalate any trading related issuesEffective follow-up on all customer inquiries regarding account information, procedures, systems and productsEffectively cross-sell full array of ET products and!
service
sRegularly exercise excellent discretion and business judgment while communicating, researching and resolve customer problems related to E*TRADE Securities (in timely manner) Participate in the development, maintenance and communication of sales and activity reportThrough both the inbound/outbound calling medium, RM will educate t!
he client on all E*TRADE productsAcquire New Clients through referrals from existing client baseResponsible for comprehensively understanding platforms of all competitors in space and being able to viably articulate the things that differentiate the ET offeringMust fully understand total ETF customer offering as well as stay appr!
ised of all events and happenings in the financial services in!
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REQUIREMENTS


MINIMUM/REQUIRED QUALIFICATIONS:



B7 Series 7/63 licenses required.

B7 Minimum 2 years brokerage experience required or 3 - 6 months E*TRADE Customer Service experience.

B7 Proactively demonstrates asset gathering and household acquisiti!
on strategies

B7 Thorough understanding of the securities industry including equity and option trading

B7 Must have professional experience d!
eveloping business as well as establishing relationships with actively trading and/or affluent clients.

B7 Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation.

B7 Must be dedicated to exceeding the expectations of clients and must have outstanding oral communication, inter-personal, and written communication skills. This will be necessary to provide a superior level of service, satisfaction and to successfully close sales.

B7 Must have p!
ositive and professional customer service attitude.

B7 Utilize independent decision-making skills to handle and resolve issues. Ability to work independently.

B7 </SP!
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N>Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems

B7 Excellent organizational skills, with the ability to handle multiple tasks

B7 Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.

B7 Extensive knowledge of E*Trade trading and customer account systems

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0 level2 lfo1; tab-stops: list .75in">B7 Complete understanding of E*Trade policies and procedures.

B7 Ability to work flexible shift assignments.

B7 Ability to remain calm, professional, and in control in a volatile business environment