711 MS Smith Barney, LLC Verified 24d ago
Platinum Relationship Manager
Gilbert, Arizona, United States of AmericaAll locationsGilbert, Arizona, United States of AmericaAlpharetta, Georgia, United States of AmericaSandy, Utah, United States of AmericaTampa, Florida, United States of AmericaChicago, Illinois, United States of America On-site
$65,000 a yearPay$65,000
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
As a Platinum Relationship Manager, you will help drive our industry leading service culture by:
What you'll bring
- 1-2 + years of client service experience within financial services
- Active Licenses: Series 7 and Series 63
- Bachelor’s degree
- Thorough understanding of the securities industry including equity, margin, and option trading
- Excellent organizational skills with the ability to manage multiple tasks
- Ability to work flexible shift assignments
- Ability to remain calm, professional and in control in a volatile business environment
- Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
- Utilize independent decision-making skills to manage and resolve issues
Benefits
401(k)Disability InsuranceHealth Savings Account (HSA)Life InsurancePaid HolidaysPaid Time OffParental Leave
Locations
Gilbert, ArizonaAlpharetta, GeorgiaSandy, UtahTampa, FloridaChicago, Illinois