As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

We are seeking an experienced, proactiveRegional Support Associate (RSA) for the ETRADE Concierge Team. The Regional Support Associate will partner with ET Concierge Regional Managers to assist Morgan Stanley Financial Advisor’s (FA’s) with ETRADE service-related needs for dual-clients.

The RSA will work directly with the FA’s and the Regional Manager to provide white glove support for clients on a wide range of service issues. The RSA will also support new self-directed clients who are referred by their FA with a white glove onboarding experience and provide connectivity to the Premium Relationship Management teams for ongoing support as appropriate.

The Role requires a self-starter with strong communication and problem-solving skills, and the ability to work in a fast-paced environment. The candidate must be a team-player with strong interpersonal skills, and the ability to effectively collaborate with the Regional Management and FA’s.

RESPONSIBILITIES

Primary focus will be to help Morgan Stanley Financial Advisors by providing white glove ETRADE support and service to Financial Advisors and their clients, while assisting FAs in identifying opportunities and deepening relationships.Act as a liaison across other departments such as Wealth Management Operations (TOA), Client Risk (PRD), Fraud Operations, Account Service Operations, Tax and Retirement, etc. to make sure that client issues are resolved promptly.The RMA will work with their Regional Lead to help develop an acquisition strategy for the region they cover. Ensure a world class onboarding experience for clients from account opening through funding and ongoing product education until the client is completely comfortable and confident on the ETRADE platform.Use sound business judgement to deepen relationships and structure client offers to gain wallet share of client’s held-away, self-directed brokerage assets.Providing timely and relevant updates on the status of current referrals, pipeline forecasts and constructive feedback on areas of improvement.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

We are seeking an experienced, proactiveRegional Support Associate (RSA) for the ETRADE Concierge Team. The Regional Support Associate will partner with ET Concierge Regional Managers to assist Morgan Stanley Financial Advisor’s (FA’s) with ETRADE service-related needs for dual-clients.

The RSA will work directly with the FA’s and the Regional Manager to provide white glove support for clients on a wide range of service issues. The RSA will also support new self-directed clients who are referred by their FA with a white glove onboarding experience and provide connectivity to the Premium Relationship Management teams for ongoing support as appropriate.

The Role requires a self-starter with strong communication and problem-solving skills, and the ability to work in a fast-paced environment. The candidate must be a team-player with strong interpersonal skills, and the ability to effectively collaborate with the Regional Management and FA’s.

RESPONSIBILITIES

Primary focus will be to help Morgan Stanley Financial Advisors by providing white glove ETRADE support and service to Financial Advisors and their clients, while assisting FAs in identifying opportunities and deepening relationships.Act as a liaison across other departments such as Wealth Management Operations (TOA), Client Risk (PRD), Fraud Operations, Account Service Operations, Tax and Retirement, etc. to make sure that client issues are resolved promptly.The RMA will work with their Regional Lead to help develop an acquisition strategy for the region they cover. Ensure a world class onboarding experience for clients from account opening through funding and ongoing product education until the client is completely comfortable and confident on the ETRADE platform.Use sound business judgement to deepen relationships and structure client offers to gain wallet share of client’s held-away, self-directed brokerage assets.Providing timely and relevant updates on the status of current referrals, pipeline forecasts and constructive feedback on areas of improvement.

Required Qualifications

At least 2 years of client facing experience as a Relationship Manager, Premier Relationship Manager or Field Relationship ManagerLicenses Required:Series 7 Series 63 OR 66

Preferred Qualifications

Bachelor’s DegreeThorough understanding of equity and option markets. Futures experience a plusExperience with a CRM software is preferred

Soft Skills

Ability to work in a fast pace, team-oriented environment.Excellent verbal and written communication skills.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Required Qualifications

At least 2 years of client facing experience as a Relationship Manager, Premier Relationship Manager or Field Relationship ManagerLicenses Required:Series 7 Series 63 OR 66

Preferred Qualifications

Bachelor’s DegreeThorough understanding of equity and option markets. Futures experience a plusExperience with a CRM software is preferred

Soft Skills

Ability to work in a fast pace, team-oriented environment.Excellent verbal and written communication skills.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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