E*TRADE Client Experience Team, AVP

Morgan Stanley is seeking a dynamic and experienced Assistant Vice President to join our E*TRADE Client Experience Team. This role is pivotal in enhancing the client journey by ensuring exceptional service delivery and continuous improvement of our client-facing processes. The successful candidate will be responsible for leading initiatives that drive client satisfaction, loyalty, and engagement. This role focuses on providing administrative support to enhance the efficiency and effectiveness of our client experience initiatives. The successful candidate will be responsible for managing event logistics, tracking budgets, and maintaining essential documentation to support the team’s objectives.

Responsibilities

• Client Experience Enhancement:
  • Analyze client feedback and data to identify areas for improvement.
  • Design and implement innovative solutions to enhance the client journey.
  • Monitor industry trends and best practices to ensure E*TRADE remains at the forefront of client experience excellence.
• Project Management:
  • Oversee the execution of client experience projects.
  • Ensure projects are delivered on time, within scope, and within budget.
  • Coordinate with internal stakeholders to ensure seamless project integration.
• Administrative Support:
  • Track and manage event budgets to ensure financial efficiency and compliance.
  • Submit and process EnC (Events and Conferences) requests in a timely manner.
  • Handle expense reporting, ensuring accuracy and adherence to company policies.
• Documentation and Reporting:
  • Organize and maintain comprehensive records of client interactions and feedback.
  • Prepare reports and presentations for internal stakeholders, highlighting key insights and recommendations.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field
• Minimum of 5 years of experience in client experience, customer service, or a related field, with at least 3 years in a leadership role.
• Strong understanding of the financial services industry, particularly online brokerage services.
• Strong organizational skills with a keen attention to detail.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication and interpersonal skills.
• Ability to work collaboratively in a fast-paced, dynamic environment.

What you can expect from Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).