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Platinum Relationship Manager-Tampa
Tampa, FL
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Job Description
Job Title Platinum Relationship Manager-Tampa
Location Tampa, FL, US
Organization Name 0014 4035 Platinum Relationship Management - 0103
Company Overview
In 1983, the first online trade was placed using early E*TRADE technology. Today, E*TRADE FINANCIAL is a global financial leader, delivering value and innovation to millions of customers in more than 40 countries worldwide.
We are looking for dynamic, highly energized risk-takers who are ready to join a fast-paced, world leader in the financial services industry. We move at the speed of the Internet. Our work culture fosters an incredible exposure to innovative ideas and challenges that create experience and opportunity. Many have risen through the organization to become industry leaders, in both the financial services world and in the community at large. E*TRADE is made up of some of the brightest and most talented people in the industry - are you ready to join the industry leader?
Detailed Description
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 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 HHs and must be capable of meeting specific objectives relating to the retention of their teams book.
Job Requirements
• Ensure retention of dedicated client-base clients through concierge-type comprehensive support • Capacity to place/review orders and to identify and escalate any trading related issues • Effective follow-up on all customer inquiries regarding account information, procedures, systems and products • Effectively cross-sell full array of ET products and services • Regularly 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 report • Through both the inbound/outbound calling medium, RM will educate the client on all E*TRADE products • Acquire New Clients through referrals from existing client base • Responsible for comprehensively understanding platforms of all competitors in space and being able to viably articulate the things that differentiate the ET offering • Must fully understand total ETF customer offering as well as stay apprised of all events and happenings in the financial services industry
Series 7/63 licenses required. • Minimum 2 years brokerage experience required or 3 - 6 months E*TRADE Customer Service experience. • Proactively demonstrates asset gathering and household acquisition strategies • Thorough understanding of the securities industry including equity and option trading • Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients. • 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. • 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 • Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience. • Extensive knowledge of E*Trade trading and customer account systems • Complete understanding of E*Trade policies and procedures. • Ability to work flexible shift assignments. • Ability to remain calm, professional, and in control in a volatile business environment
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Experience Required
2 plus years exp.
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Last Update
May 27, 2008
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