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Relationship ManagerE*TRADE Financial - Houston, TXPosition Summary: Relationship Managers educate our customers on E*TRADE FINANCIALs wide range of financial products, services and technology offerings and ensure that they receive the highest levels of customer service at all times. They are the voice of E*TRADE FINANCIAL to our customers; they listen to their needs, understand their goals, and identify appropriate financial solutions. Responsibilities: - Retain assets of assigned affluent / wealthy households with significant holdings at E*TRADE FINANCIAL. Deliver superb service. - Achieve retention and asset gathering goals by engaging clients in a wide-ranging exploration of client's level of knowledge, family financial objectives, current planning practices and confidence level with current outside advisors. - Respond to sales opportunities...originally from E*Trade Financial Corp. - More Tools...
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E*TRADE Financial
Line of Business: Security Broker/dealer & Federally Chartered Savings Bank
Key Numbers:
| Company Type | Public (ET:NYS) |
|---|---|
| Company Revenue | $500M+ |
| Company Size | 1000 - 5000 employees |
Job Location:
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