Relationship Managers
Our success is your success. That’s why we not only provide cutting-edge technology, but also the support you need to help grow your practice. The foundation of that commitment is your personal Relationship Manager.
Jennifer Salinas-Clark, Relationship Manager
Your One Point of Contact
Your True Advocate
Your Trusted Partner
Your Dedicated Conversion Manager
Making the Move
A Smooth Transition
Your One Point of Contact
When you begin working with E*TRADE Advisor Services, you’re assigned a dedicated Relationship Manager who takes over from your Conversion Manager and acts as your single point of contact.
We don’t have a call center where you’re routed to the next available agent. For any questions or concerns you ever have, you’ll get your Relationship Manager’s direct email and phone number.
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Your True Advocate
To help your business succeed, your Relationship Manager gets to know it inside and out. They regularly meet with you to fully understand your goals, then work with other E*TRADE Advisor Services teams to help you reach your full potential — today and in the years ahead.
Your Relationship Manager acts as your advocate, overseeing all day-to-day processes to ensure your requests are completed and issues are resolved as quickly and thoroughly as possible. And they’ll be sure to update you on the latest features and trends that are relevant to your business so you can always stay one step ahead.
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Your Trusted Partner
This is just the beginning of what your dedicated Relationship Manager can do for you. Some other services they offer include:
- Providing one-on-one training or education sessions
- Answering trading-related questions
- Updating you on pending requests
- Processing transactions
- Running special reports
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Your Dedicated Conversion Manager
Transferring all of your assets to a new system doesn’t have to be a daunting task. At E*TRADE Advisor Services, you get a dedicated Conversion Manager who works directly with you to ensure a smooth transition of your business.
They begin by getting to know the ins and outs of your business, including how you trade and how you organize your processes. Armed with this knowledge, they’ll help you make the most of our technology, training you and your team, familiarizing you with our technology and procedures, and even handling all the necessary paperwork.
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Making the Move
Once you’re ready to make the move to E*TRADE Advisor Services, we handle everything for you. Your Conversion Manager pre-populates the necessary account applications, transfer forms and withdrawal forms. We mail the paperwork to your clients and confirm all your client accounts on our system are ready to receive their transferred assets. If all accounts are coming from one custodian, we can coordinate a block transfer of any size in a matter of days.
We can also integrate all historical data from your prior custodian for each account, including cost basis, market values and cash flows.
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A Smooth Transition
Personal attention doesn’t stop once you’ve converted. Your Conversion Manager continues to support you for another two quarters after your transition, and a Relationship Manager joins in for the second quarter. Your Relationship Manager, who will be your personal point-of-contact for your future needs, can get to know your business and smoothly take over the management of your relationship.
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