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 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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