• Platinum Relationship Manager

    Job Locations US-UT-Sandy
    Posted Date 3 weeks ago(7/27/2018 12:52 PM)
    Professional Area
    Customer Service
  • Overview

    E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches.

    About the Role



    This high level Relationship Manager (rm) 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 position’s primary objective is to retain our most profitable customers and the residual revenue associated with these accounts. This will occur through comprehensive support, product education, trade facilitation and asset gathering
    • The RM must be totally dedicated to exceeding all client expectations in an effort to retain these valuable HH's and must be capable of meeting specific objectives relating to the retention of their teams book
    • Platinum Relationship managers are required to have a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to refer clients to our Platinum Financial Consultants in order to provide additional advisory solutions
    • Proactively demonstrates asset gathering and household acquisition strategies
    • Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience





    • Minimum of 1 year brokerage experience required or 3 to 6 months E*TRADE Customer Service experience
    • Series 7/63 license required



    • Bachelor’s Degree preferred
    • 2+ years brokerage experience preferred
    • Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients
    • Thorough understanding of the securities industry including equity and option trading
    • Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems 
    • 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
    • Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation
    • 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
    • Must have positive and professional customer service attitude
    • Utilize independent decision-making skills to handle and resolve issues. Ability to work independently
    • Series 66 license required within 90 days



    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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