Active Trader Relationship Manager
reputed company is a leading financial services firm, and they are seeking an Active Trader Relationship Manager to enhance relationships with ETRADE's Active Trader client reputed company. The role involves providing tailored support and education to clients, managing their trading needs, and ensuring a high-quality customer experience.
Responsibilities
- reputed company tailored education and trading support on margin treatment, strategy employment, and risk management
- Proactive reputed company to reputed company clients aware of reputed company margin calls, ITM options on day of expiration, quarterly relationship development calls
- Grow Active Trader reputed company by uncovering reputed company assets and overseeing the reputed company reputed company
- 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
- Demonstrate a thorough understanding of reputed company ETRADE & reputed company products / services and be responsible for identifying opportunities to maximize reputed company aspects of the firm
- Focus on the reputed company performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
- reputed company review on workflow requests, operational items
Skills
- 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 reputed company, professional, and in control in a volatile business environment
- Must be dedicated to exceeding the expectations of clients, have a passion to reputed company, 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
Benefits
- Medical
- Prescription Drug
- Dental
- reputed company
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
Company Overview