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Most recent job postings at etrade
via Monster
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
• \t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience.
• \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.
• \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs.
• \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.
• \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs.
• \t
• Maintain and update reports accurately.
Basic
• \t
• Series 7 and 63 required, Clean U4
• \t
• Minimum of 2 years of financial services industry experience
Preferred
• \t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry
• \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date
• \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
• \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs
• \t
• Proven history of success in developing, retaining and expanding client relationships
• \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services
• \t
• Excellent communication and organizational skills
• \t
• Group presentation skills a plus
• \t
• Professional designations a plus: CFP, CRPC
• \t
• Proven ability to:
• \t
• Present complex information in a way that enables clients to make informed investment decisions
• \t
• Build referral business from high value clients
• \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality
• \t
• Must be self-motivated and work well in a team setting
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
• \t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience.
• \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.
• \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs.
• \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.
• \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs.
• \t
• Maintain and update reports accurately.
Basic
• \t
• Series 7 and 63 required, Clean U4
• \t
• Minimum of 2 years of financial services industry experience
Preferred
• \t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry
• \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date
• \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
• \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs
• \t
• Proven history of success in developing, retaining and expanding client relationships
• \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services
• \t
• Excellent communication and organizational skills
• \t
• Group presentation skills a plus
• \t
• Professional designations a plus: CFP, CRPC
• \t
• Proven ability to:
• \t
• Present complex information in a way that enables clients to make informed investment decisions
• \t
• Build referral business from high value clients
• \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality
• \t
• Must be self-motivated and work well in a team setting
#etrade Show more details...
via ZipRecruiter
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Description:
AAS is a specialty team established to handle all customer communications involving compromised accounts. The AAS Team is responsible for ensuring that customers get clear, consistent, and accurate information, as well as guidance on how to return their accounts to a secure status. This position utilizes excellent customer service and problem-solving skills related to various fraud-prevention/detection alerts to identify potential risks and/or losses; appropriately researches and resolves problems relating to customer accounts and inquiries including but not limited to account restrictions related to fraud; meets established performance expectations; proactively learns and remains up-to-date with the Company's products and services.
Job Requirements:
Interact with customers, associates, and other fraud stakeholders under the general direction of a Customer Service Manager. The primary focus of this position is to respond to complicated and challenging issues dealing with account restrictions related to fraud. Work closely with case managers and/or investigators and communicate with customers any processes necessary in resolving pending cases. Assist in the reactivation process of accounts that are currently restricted due to fraud, while providing excellent service to customers across all tiers and business functions. Interact with a wide variety of associates in Customer Service, Research and Resolution, Technical Support, and Operations department regularly in the process of problem resolution.
\t
• Carry out duties with attention to Customer Satisfaction, Adherence, Efficiency, and Reliability. \t
• Identify and communicate new fraud scenarios and/or process gaps to management as observed during ongoing review of customer accounts and help with testing new parameters and profiles within the fraud detection systems. \t
• Manage Fraud related activities and functions across all customer segment and tiers; while providing exemplary service to our Premium, Executive Services and other high value customers. \t
• Troubleshoot and resolve issues relating to advanced/ specialized products and services. \t
• Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area. \t
• Assist in non-customer interaction initiatives that help streamline processes and business operations. \t
• Interact with customers via multiple channels such as inbound or outbound phone calls, chat, and email (Secure Message) \t
• Adhere to a high level of service and customer satisfaction while in a dynamic environment. \t
• Respond and research inquiries within area of expertise. \t
• Performs secondary duties as defined by Manager within their area of specialty. \t
• Ability to act calmly and with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude and work ethic. \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of product information. \t
• Outstanding problem resolution, troubleshooting and training skills. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Knowledge of E*TRADE policies and procedures. \t
• Excellent E*TRADE Customer Service and product knowledge.
Requirements:
Minimum Required Education, Certification, Training:
\t
• Series 7 and 63 preferred \t
• College Graduate or minimum of 2 years college degree
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Description:
AAS is a specialty team established to handle all customer communications involving compromised accounts. The AAS Team is responsible for ensuring that customers get clear, consistent, and accurate information, as well as guidance on how to return their accounts to a secure status. This position utilizes excellent customer service and problem-solving skills related to various fraud-prevention/detection alerts to identify potential risks and/or losses; appropriately researches and resolves problems relating to customer accounts and inquiries including but not limited to account restrictions related to fraud; meets established performance expectations; proactively learns and remains up-to-date with the Company's products and services.
Job Requirements:
Interact with customers, associates, and other fraud stakeholders under the general direction of a Customer Service Manager. The primary focus of this position is to respond to complicated and challenging issues dealing with account restrictions related to fraud. Work closely with case managers and/or investigators and communicate with customers any processes necessary in resolving pending cases. Assist in the reactivation process of accounts that are currently restricted due to fraud, while providing excellent service to customers across all tiers and business functions. Interact with a wide variety of associates in Customer Service, Research and Resolution, Technical Support, and Operations department regularly in the process of problem resolution.
\t
• Carry out duties with attention to Customer Satisfaction, Adherence, Efficiency, and Reliability. \t
• Identify and communicate new fraud scenarios and/or process gaps to management as observed during ongoing review of customer accounts and help with testing new parameters and profiles within the fraud detection systems. \t
• Manage Fraud related activities and functions across all customer segment and tiers; while providing exemplary service to our Premium, Executive Services and other high value customers. \t
• Troubleshoot and resolve issues relating to advanced/ specialized products and services. \t
• Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area. \t
• Assist in non-customer interaction initiatives that help streamline processes and business operations. \t
• Interact with customers via multiple channels such as inbound or outbound phone calls, chat, and email (Secure Message) \t
• Adhere to a high level of service and customer satisfaction while in a dynamic environment. \t
• Respond and research inquiries within area of expertise. \t
• Performs secondary duties as defined by Manager within their area of specialty. \t
• Ability to act calmly and with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude and work ethic. \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of product information. \t
• Outstanding problem resolution, troubleshooting and training skills. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Knowledge of E*TRADE policies and procedures. \t
• Excellent E*TRADE Customer Service and product knowledge.
Requirements:
Minimum Required Education, Certification, Training:
\t
• Series 7 and 63 preferred \t
• College Graduate or minimum of 2 years college degree
#etrade Show more details...
via Careers At E-TRADE
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience. \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process. \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately.
Basic
\t
• Series 7 and 63 required, Clean U4 \t
• Minimum of 2 years of financial services industry experience
Preferred
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education). \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs \t
• Proven history of success in developing, retaining and expanding client relationships \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services \t
• Excellent communication and organizational skills \t
• Group presentation skills a plus \t
• Professional designations a plus: CFP, CRPC \t
• Proven ability to: \t
• Present complex information in a way that enables clients to make informed investment decisions \t
• Build referral business from high value clients \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality \t
• Must be self-motivated and work well in a team setting
#etrade #ETRADE Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience. \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process. \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately.
Basic
\t
• Series 7 and 63 required, Clean U4 \t
• Minimum of 2 years of financial services industry experience
Preferred
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education). \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs \t
• Proven history of success in developing, retaining and expanding client relationships \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services \t
• Excellent communication and organizational skills \t
• Group presentation skills a plus \t
• Professional designations a plus: CFP, CRPC \t
• Proven ability to: \t
• Present complex information in a way that enables clients to make informed investment decisions \t
• Build referral business from high value clients \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality \t
• Must be self-motivated and work well in a team setting
#etrade #ETRADE Show more details...
via ZipRecruiter
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
SUMMARY
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE, and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience. \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process. \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately. \t
• Additional duties as directed by management.
\t
QUALIFICATIONS
BASIC
\t
• Series 7 and 63 required, Series 66 preferred, Clean U4. Series 66 must be obtained in applicable states within 60 days of hire date. \t
• Minimum of 2 years of financial services industry experience.
PREFERRED
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry. \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETF's. \t
• Proven history of success in developing, retaining and expanding client relationships. \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services. \t
• Excellent communication and organizational skills. \t
• Group presentation skills a plus. \t
• Bachelors degree \t
• Professional designations are a plus: CFP, CRPC.
E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial - explore jobs (etradecareers.com) learn more about our benefit offerings.
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
SUMMARY
Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE, and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience. \t
• Collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process. \t
• Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client's individual needs. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately. \t
• Additional duties as directed by management.
\t
QUALIFICATIONS
BASIC
\t
• Series 7 and 63 required, Series 66 preferred, Clean U4. Series 66 must be obtained in applicable states within 60 days of hire date. \t
• Minimum of 2 years of financial services industry experience.
PREFERRED
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry. \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETF's. \t
• Proven history of success in developing, retaining and expanding client relationships. \t
• Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services. \t
• Excellent communication and organizational skills. \t
• Group presentation skills a plus. \t
• Bachelors degree \t
• Professional designations are a plus: CFP, CRPC.
E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial - explore jobs (etradecareers.com) learn more about our benefit offerings.
#etrade Show more details...
via Monster
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
SUMMARY
As a Customer Service Representative, this Overnight Team position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
RESPONSIBILITIES
• Interact with customers and colleagues on an advanced level under the general direction of a Customer Service Supervisor. • The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge and trading inquiries from our clients. • Provide detailed analysis, research, and responses to customer's inquiries. • This position will provide high-touch service to customers in various segments.
ESSENTIAL JOB FUNCTIONS
• Each associate is expected to carry out their duties with attention to providing our clients with the best client experience while adhering to our core values.
• Customer interaction daily.
• Respond and research inquiries within area of expertise.
• Manage specialty functions relative to specific areas of the business.
• Troubleshoot and resolve issues relating to advanced/specialized products and services.
• Assist the department in responding to customer inquiries relating to advanced product and trading inquires.
Other Position Responsibilities:
• Handling customer inbound calls.
• Involvement in departmental training activities.
• May interact with a wide variety of associates and departments regularly in the process of problem resolution.
• Performs additional duties as defined by Supervisor within their respective area(s) of specialty. These areas of specialty may include but are not limited to support for the following support channels, customer segments, and/or inquiry types: Elite Trading, Stock Plans, Digital Correspondence, New Accounts, Corporate Actions, and/or Fraud/Account Activation.
#etrade
Minimum Required Skills:
• Aspect status - Expert - Ability to act calm and with professionalism in a volatile business environment with minimal supervision.
• Outstanding oral and written communication skills.
• Positive and professional customer service attitude and work ethic.
• Complete understanding of the securities industry, including equity and options trading, and a thorough understanding of advanced product information.
• Outstanding problem resolution and troubleshooting skills. • Experience, knowledge and skill level in a defined area of expertise. • Ability to work overnight shift assignments and additional hours as required when business needs dictate.
• Demonstrated knowledge of E*TRADE policies and procedures.
Minimum Required Education, Certification, Training:
• Education or training equivalent to BA/BS
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
SUMMARY
As a Customer Service Representative, this Overnight Team position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
RESPONSIBILITIES
• Interact with customers and colleagues on an advanced level under the general direction of a Customer Service Supervisor. • The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge and trading inquiries from our clients. • Provide detailed analysis, research, and responses to customer's inquiries. • This position will provide high-touch service to customers in various segments.
ESSENTIAL JOB FUNCTIONS
• Each associate is expected to carry out their duties with attention to providing our clients with the best client experience while adhering to our core values.
• Customer interaction daily.
• Respond and research inquiries within area of expertise.
• Manage specialty functions relative to specific areas of the business.
• Troubleshoot and resolve issues relating to advanced/specialized products and services.
• Assist the department in responding to customer inquiries relating to advanced product and trading inquires.
Other Position Responsibilities:
• Handling customer inbound calls.
• Involvement in departmental training activities.
• May interact with a wide variety of associates and departments regularly in the process of problem resolution.
• Performs additional duties as defined by Supervisor within their respective area(s) of specialty. These areas of specialty may include but are not limited to support for the following support channels, customer segments, and/or inquiry types: Elite Trading, Stock Plans, Digital Correspondence, New Accounts, Corporate Actions, and/or Fraud/Account Activation.
#etrade
Minimum Required Skills:
• Aspect status - Expert - Ability to act calm and with professionalism in a volatile business environment with minimal supervision.
• Outstanding oral and written communication skills.
• Positive and professional customer service attitude and work ethic.
• Complete understanding of the securities industry, including equity and options trading, and a thorough understanding of advanced product information.
• Outstanding problem resolution and troubleshooting skills. • Experience, knowledge and skill level in a defined area of expertise. • Ability to work overnight shift assignments and additional hours as required when business needs dictate.
• Demonstrated knowledge of E*TRADE policies and procedures.
Minimum Required Education, Certification, Training:
• Education or training equivalent to BA/BS
#etrade Show more details...
via Monster
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Do you hold your Series 7 license and are ready for a change? Do you love working with others and building relationships? Do you thrive in environments where you can problem-solve and provide amazing customer service? Are you goal-driven and like a challenge?
If you answered "yes" to those questions, our role as a Licensed Associate Financial Services Representative, could be for you! You could qualify for a Sign-On Bonus as well!
Our LAFSRs maintain client relationships by answering inbound calls, research and resolution, offering other products, and meeting other performance requirements.
In This Role You Will:
• \t
• First and foremost, provide "white glove" customer service to our clients
• \t
• Understand their investment needs and help point them in the right direction for resolution to their issues/concerns
• \t
• Showcase your passion for driving sales by speaking with our clients about additional product offerings to enhance their financial wealth
• \t
• Be on the frontlines and will help the organization to understand our clients better and identify opportunities for attrition or risk
• \t
• Maintain a high level of personal integrity and comply with our Code of Conduct
• \t
• Work with other teams, use technology and provided resources to resolve inquiries for clients
• \t
• Perform additional duties and tasks that may be required by business needs and conditions
• \t
• Accomplish sales and organization mission by completing related results as needed
What Your Bring to the Table:
• \t
• Current Series 7 license
• \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)
• \t
• Minimum of 2 years of customer-facing work experience
Even Better If You Have:
• \t
• Current Series 63 license
• \t
• At least 2 years of experience working in a call center environment or within a financial institution
• \t
• At least 2 years of experience being part of a team and functioning in a highly collaborative environment
• \t
• The ability to speak to a successful track record achieving sales goals either through full time work or college internship
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#etrade
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Do you hold your Series 7 license and are ready for a change? Do you love working with others and building relationships? Do you thrive in environments where you can problem-solve and provide amazing customer service? Are you goal-driven and like a challenge?
If you answered "yes" to those questions, our role as a Licensed Associate Financial Services Representative, could be for you! You could qualify for a Sign-On Bonus as well!
Our LAFSRs maintain client relationships by answering inbound calls, research and resolution, offering other products, and meeting other performance requirements.
In This Role You Will:
• \t
• First and foremost, provide "white glove" customer service to our clients
• \t
• Understand their investment needs and help point them in the right direction for resolution to their issues/concerns
• \t
• Showcase your passion for driving sales by speaking with our clients about additional product offerings to enhance their financial wealth
• \t
• Be on the frontlines and will help the organization to understand our clients better and identify opportunities for attrition or risk
• \t
• Maintain a high level of personal integrity and comply with our Code of Conduct
• \t
• Work with other teams, use technology and provided resources to resolve inquiries for clients
• \t
• Perform additional duties and tasks that may be required by business needs and conditions
• \t
• Accomplish sales and organization mission by completing related results as needed
What Your Bring to the Table:
• \t
• Current Series 7 license
• \t
• Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)
• \t
• Minimum of 2 years of customer-facing work experience
Even Better If You Have:
• \t
• Current Series 63 license
• \t
• At least 2 years of experience working in a call center environment or within a financial institution
• \t
• At least 2 years of experience being part of a team and functioning in a highly collaborative environment
• \t
• The ability to speak to a successful track record achieving sales goals either through full time work or college internship
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#etrade
#etrade Show more details...
via Monster
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
BENEFICIARY SERVICES
SUMMARY
The Beneficiary Services Representative position focuses on addressing and resolving customer estate conversions. You will track and manage the migration of a deceased customer's accounts to their legal heir(s). The case creation and resolution process will include accurately advising clients of their case requirements; responding timely to voicemails and emails from clients; keeping cases updated while progressing through the asset re-registration process, and actively enhancing the client experience through relationship management. You will provide Beneficiaries/Executors/Trustees/Heirs with the necessary service to help ensure the smooth transition of assets and allow the appropriate parties to gain access to those assets in a timely manner.
RESPONSIBILITIES
• \t
• Support customers by providing guidance, education, and necessary information to re-register assets upon the death of an account holder
• \t
• Opening, processing, and resolving estate cases that are part of your case work and queue
• \t
• Work closely with additional business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases
• \t
• Communicate with customers via telephone, email, and secure message regarding open estate case(s) and case requirement
• \t
• Make outbound calls to customers to communicate updated case information and/or additional case requirements
• \t
• Service inbound call inquiries from customers regarding active and new estate cases
ESSENTIAL JOB FUNCTIONS
• \t
• Through extensive experience, meticulous research, and leveraging all resources available; the Beneficiary Services team uses their wealth of knowledge to support customers with all death related inquiries.
• \t
• Each associate is expected to carry out their duties with attention and adherence to E*TRADE core values: Security, Accuracy, Courtesy, Ownership, Enhancement, and Efficiency.
• \t
• Interact with customers daily through various communication channels
• \t
• Respond to and perform research on inquiries within area of expertise
• \t
• Manage a fluctuating case load and customer follow ups
• \t
• Communicate clearly and professionally with customer service and operations business partners to efficiently resolve customer requests.
• \t
• Gain in depth knowledge of estate processing to resolve issues relating to these requests
• \t
• Gain in depth knowledge of the estate regulations for various jurisdictions
OTHER POSITION RESPONSIBILITIES
• \t
• Assisting in outbound customer contact regarding advanced product information
• \t
• Involvement in departmental training activities
• \t
• Interacting with a wide variety of business partners regularly during the process of problem resolution
• \t
• Performs secondary duties as defined by Supervisor within their area of specialty
MINIMUM REQUIRED SKILLS
• \t
• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision
• \t
• Outstanding oral and written communication skills
• \t
• Positive and professional customer service attitude
• \t
• Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals
• \t
• Complete understanding of the securities industry and a thorough understanding of advanced product information
• \t
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment
• \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate
• \t
• Demonstrated knowledge of E*TRADE policies and procedures
Minimum Required Education, Certification, Training
• \t
• Series 7 and 63
• \t
• E*TRADE Trader Certification
• \t
• Completion and successful passing of a skills competency assessment in one or more of the specialty areas described abov
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
BENEFICIARY SERVICES
SUMMARY
The Beneficiary Services Representative position focuses on addressing and resolving customer estate conversions. You will track and manage the migration of a deceased customer's accounts to their legal heir(s). The case creation and resolution process will include accurately advising clients of their case requirements; responding timely to voicemails and emails from clients; keeping cases updated while progressing through the asset re-registration process, and actively enhancing the client experience through relationship management. You will provide Beneficiaries/Executors/Trustees/Heirs with the necessary service to help ensure the smooth transition of assets and allow the appropriate parties to gain access to those assets in a timely manner.
RESPONSIBILITIES
• \t
• Support customers by providing guidance, education, and necessary information to re-register assets upon the death of an account holder
• \t
• Opening, processing, and resolving estate cases that are part of your case work and queue
• \t
• Work closely with additional business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases
• \t
• Communicate with customers via telephone, email, and secure message regarding open estate case(s) and case requirement
• \t
• Make outbound calls to customers to communicate updated case information and/or additional case requirements
• \t
• Service inbound call inquiries from customers regarding active and new estate cases
ESSENTIAL JOB FUNCTIONS
• \t
• Through extensive experience, meticulous research, and leveraging all resources available; the Beneficiary Services team uses their wealth of knowledge to support customers with all death related inquiries.
• \t
• Each associate is expected to carry out their duties with attention and adherence to E*TRADE core values: Security, Accuracy, Courtesy, Ownership, Enhancement, and Efficiency.
• \t
• Interact with customers daily through various communication channels
• \t
• Respond to and perform research on inquiries within area of expertise
• \t
• Manage a fluctuating case load and customer follow ups
• \t
• Communicate clearly and professionally with customer service and operations business partners to efficiently resolve customer requests.
• \t
• Gain in depth knowledge of estate processing to resolve issues relating to these requests
• \t
• Gain in depth knowledge of the estate regulations for various jurisdictions
OTHER POSITION RESPONSIBILITIES
• \t
• Assisting in outbound customer contact regarding advanced product information
• \t
• Involvement in departmental training activities
• \t
• Interacting with a wide variety of business partners regularly during the process of problem resolution
• \t
• Performs secondary duties as defined by Supervisor within their area of specialty
MINIMUM REQUIRED SKILLS
• \t
• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision
• \t
• Outstanding oral and written communication skills
• \t
• Positive and professional customer service attitude
• \t
• Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals
• \t
• Complete understanding of the securities industry and a thorough understanding of advanced product information
• \t
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment
• \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate
• \t
• Demonstrated knowledge of E*TRADE policies and procedures
Minimum Required Education, Certification, Training
• \t
• Series 7 and 63
• \t
• E*TRADE Trader Certification
• \t
• Completion and successful passing of a skills competency assessment in one or more of the specialty areas described abov
#etrade Show more details...
via Careers At E-TRADE
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Summary
The Tax & Retirement Customer Service Rep position focuses on providing E*TRADE FINANCIAL's customers with timely, efficient, and professional responses via Chat. This role will be responsible for interactions with customers about Tax and Retirement subject matters. In addition to these expectations, individuals in this role are expected to meet established performance standards, work to master their knowledge of their subject matter assignments and continue to adapt to any changes that might occur in those areas, the company or the Customer Service organization.
Responsibilities:
The primary focus of this position is to respond to complex issues, dealing with advanced product knowledge, information, and services via Chat.
Perform research and provide detailed responses to customers and business partners within defined areas of expertise.
Finally, this position requires a high level of service across various customer segments.
Essential Job Functions:
\t
• Through extensive experience, meticulous research, and leveraging all resources available; the Tax, Retirement & Cost Basis team uses their wealth of knowledge to support both customers and representatives in all tax, retirement, and cost basis inquiries. \t
• Each associate is expected to carry out their duties with attention and adherence to these core values. \t
• Interact with customers daily through various communication channels \t
• Respond to and perform research on inquiries within area of expertise. \t
• Gain in depth knowledge of retirement products and the processes involved to resolve issues relating to these products. \t
• Gain in depth knowledge of tax rules and regulations surrounding this subject matter.
Other Position Responsibilities May Include:
\t
• Handling customer inbound calls and secure messages. \t
• Involvement in departmental training activities. \t
• May interact with a wide variety of associates and departments regularly in the process of problem resolution. \t
• Assisting in outbound customer contact regarding advanced product information as assigned by leadership. \t
• Performs secondary duties as defined by Supervisor within their area of specialty
Minimum Required Skills:
\t
• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude. \t
• Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals. \t
• Experience working in Salesforce. \t
• Understanding of the securities industry and a thorough understanding of advanced product information. \t
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Demonstrated knowledge of E*TRADE policies and procedures. \t
• Working knowledge of Microsoft Excel preferred, but not required.
Minimum Required Education, Certification, Training:
\t
• Licensing is not required, but candidates with licenses can be considered. \t
• Education or training equivalent to BA/BS. \t
• Completion and successful passing of a skills competency assessment in one or more of the specialty areas described above.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Summary
The Tax & Retirement Customer Service Rep position focuses on providing E*TRADE FINANCIAL's customers with timely, efficient, and professional responses via Chat. This role will be responsible for interactions with customers about Tax and Retirement subject matters. In addition to these expectations, individuals in this role are expected to meet established performance standards, work to master their knowledge of their subject matter assignments and continue to adapt to any changes that might occur in those areas, the company or the Customer Service organization.
Responsibilities:
The primary focus of this position is to respond to complex issues, dealing with advanced product knowledge, information, and services via Chat.
Perform research and provide detailed responses to customers and business partners within defined areas of expertise.
Finally, this position requires a high level of service across various customer segments.
Essential Job Functions:
\t
• Through extensive experience, meticulous research, and leveraging all resources available; the Tax, Retirement & Cost Basis team uses their wealth of knowledge to support both customers and representatives in all tax, retirement, and cost basis inquiries. \t
• Each associate is expected to carry out their duties with attention and adherence to these core values. \t
• Interact with customers daily through various communication channels \t
• Respond to and perform research on inquiries within area of expertise. \t
• Gain in depth knowledge of retirement products and the processes involved to resolve issues relating to these products. \t
• Gain in depth knowledge of tax rules and regulations surrounding this subject matter.
Other Position Responsibilities May Include:
\t
• Handling customer inbound calls and secure messages. \t
• Involvement in departmental training activities. \t
• May interact with a wide variety of associates and departments regularly in the process of problem resolution. \t
• Assisting in outbound customer contact regarding advanced product information as assigned by leadership. \t
• Performs secondary duties as defined by Supervisor within their area of specialty
Minimum Required Skills:
\t
• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude. \t
• Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals. \t
• Experience working in Salesforce. \t
• Understanding of the securities industry and a thorough understanding of advanced product information. \t
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Demonstrated knowledge of E*TRADE policies and procedures. \t
• Working knowledge of Microsoft Excel preferred, but not required.
Minimum Required Education, Certification, Training:
\t
• Licensing is not required, but candidates with licenses can be considered. \t
• Education or training equivalent to BA/BS. \t
• Completion and successful passing of a skills competency assessment in one or more of the specialty areas described above.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
#etrade Show more details...
via ZipRecruiter
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
JOB DESCRIPTION
As a Digital Correspondence Representative your primary responsibility is to service and resolve inbound customer inquiries using the Salesforce chat servicing platform. A live chat session is a digital form of communication in which the customer can initiate a chat room in order to conduct a live chat session with an E*TRADE representative. Customers can initiate live chat sessions using a variety of platforms including the E*TRADE web site, mobile platforms, or Power E*TRADE. The mission of the Digital Correspondence Team is to utilize creativity and problem-solving skills to provide World-Class service and educate customers through our state-of-the-art online chat platform.
The Digital Correspondence Representative role includes servicing multiple customers at once within a large field of subject matter including Stock Plans, Tax & Retirement, Trading, general service inquiries and more! Providing accurate and effective resolution in a digital environment is a key aspect of the Digital Correspondence Representative role.
Becoming a Digital Correspondence Representative exposes you to an extremely wide spectrum of industry subject matter, E*TRADE products and services, and all tier classes of E*TRADE customers. Being exposed to this wide variety of material can help you explore and develop your career path as well as obtain valuable information as to many different areas of knowledge associated with the E*TRADE brand.
A Digital Correspondence Representative's typical workday might include:
\t
• Servicing inbound customer inquiries of a diverse nature using the Salesforce chat communication platform \t
• Conducting follow-up communications with customers regarding multi-step processes and/or advanced requests
\tCommunicating and servicing customer inquiries using other mediums such as outbound calls to the customer or via the secure message center \t
• Multitasking and servicing up to two digital correspondence chat interactions simultaneously \t
• Addressing Service-to-Sales and value-add initiatives with customers using digital communication \t
• Leveraging multiple lines of business and specialty teams to provide one-touch resolution via the digital communication chat platform
\t
QUALIFICATIONS
\t
• You've spent at least 2 years working in a customer-facing role \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate \t
• At least 2 years of experience in a role where you had to act calm and with professionalism in a volatile business environment with minimal supervision; provided outstanding oral and written communication skills and had outstanding problem resolution, troubleshooting and training skills
PREFERRED
\t
• Have at least 2 years' experience working in a contact center environment or within a financial institution \t
• Experience communicating effectively and providing "one-touch" resolution through a digital medium \t
• Positive and professional customer service attitude and work ethic
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
JOB DESCRIPTION
As a Digital Correspondence Representative your primary responsibility is to service and resolve inbound customer inquiries using the Salesforce chat servicing platform. A live chat session is a digital form of communication in which the customer can initiate a chat room in order to conduct a live chat session with an E*TRADE representative. Customers can initiate live chat sessions using a variety of platforms including the E*TRADE web site, mobile platforms, or Power E*TRADE. The mission of the Digital Correspondence Team is to utilize creativity and problem-solving skills to provide World-Class service and educate customers through our state-of-the-art online chat platform.
The Digital Correspondence Representative role includes servicing multiple customers at once within a large field of subject matter including Stock Plans, Tax & Retirement, Trading, general service inquiries and more! Providing accurate and effective resolution in a digital environment is a key aspect of the Digital Correspondence Representative role.
Becoming a Digital Correspondence Representative exposes you to an extremely wide spectrum of industry subject matter, E*TRADE products and services, and all tier classes of E*TRADE customers. Being exposed to this wide variety of material can help you explore and develop your career path as well as obtain valuable information as to many different areas of knowledge associated with the E*TRADE brand.
A Digital Correspondence Representative's typical workday might include:
\t
• Servicing inbound customer inquiries of a diverse nature using the Salesforce chat communication platform \t
• Conducting follow-up communications with customers regarding multi-step processes and/or advanced requests
\tCommunicating and servicing customer inquiries using other mediums such as outbound calls to the customer or via the secure message center \t
• Multitasking and servicing up to two digital correspondence chat interactions simultaneously \t
• Addressing Service-to-Sales and value-add initiatives with customers using digital communication \t
• Leveraging multiple lines of business and specialty teams to provide one-touch resolution via the digital communication chat platform
\t
QUALIFICATIONS
\t
• You've spent at least 2 years working in a customer-facing role \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate \t
• At least 2 years of experience in a role where you had to act calm and with professionalism in a volatile business environment with minimal supervision; provided outstanding oral and written communication skills and had outstanding problem resolution, troubleshooting and training skills
PREFERRED
\t
• Have at least 2 years' experience working in a contact center environment or within a financial institution \t
• Experience communicating effectively and providing "one-touch" resolution through a digital medium \t
• Positive and professional customer service attitude and work ethic
#etrade Show more details...
via Monster
schedule_type: Full-time
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and... learning, and, above all, putting our custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
\t \t\t \t\t\t \t\t\t
Team Lead, Customer Service Overnight Team
\t\t\t
SUMMARY
\t\t\t
\t\t\t In this position you will assist the direct supervisor with daily duties including handling and resolving escalations, monitoring and coaching associates on client interactions, reviewing associate job performance, and executing on delegated projects. Provide response primarily to advanced or difficult customer inquiries via phone and email regarding account information, procedures, systems and products. Utilize independent decision-making skills to resolve issues, identify areas for process improvement and department improvement
\t\t\t
This Overnight position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
\t\t\t
RESPONSIBILITIES
\t\t\t
Duties and Responsibilities
\t\t\t
• \t\t\t\t
• Demonstrate leadership within the group on a daily basis.
• \t\t\t\t
• Utilize independent decision making to research and resolve more complex and difficult issues.
• \t\t\t\t
• Handle and Resolve Escalations.
• \t\t\t\t
• Respond to inquiries on team related issues.
• \t\t\t\t
• Monitor and Coach job performance for quality interactions and appropriate production.
• \t\t\t\t
• Instill sales mentality into team and motivate for specific focus.
• \t\t\t\t
• Coaching for inbound and outbound sales, acquisition and retention.
• \t\t\t\t
• Execute on delegated projects and Develop as determined.
• \t\t\t\t
• Provide direct supervisor with input into the review process .
• \t\t\t\t
• Involved in identifying and targeting areas in need of improvement and creating workable solutions to problems. May be involved in proposal writing and development.
• \t\t\t\t
• Communicate and promote the ideals of the E*TRADE Group.
• \t\t\t\t
• Must be flexible to a dynamic environment of fluctuating business needs.
• \t\t\t
\t\t\t
Knowledge and Skill
\t\t\t
• \t\t\t\t
• Demonstrated leadership abilities.
• \t\t\t\t
• Demonstrated initiative in gaining knowledge and participating in departmental projects.
• \t\t\t\t
• Demonstrates excellence and "above and beyond" customer service attitude consistently in each customer service contact.
• \t\t\t\t
• Outstanding oral and written communication skills.
• \t\t\t\t
• Detailed understanding of the securities industry including equity and option trading.
• \t\t\t\t
• Complete understanding of E*TRADE policies and procedures.
• \t\t\t\t
• Outstanding problem resolution and training skills.
• \t\t\t\t
• Computer literacy including familiarity with online services, PC skills: familiarity with Microsoft Windows environment: Word and Excel.
• \t\t\t\t
• Ability to troubleshoot basic to advanced technical problems.
• \t\t\t
\t\t\t
Authority to Act, Decision Making and Principal Challenges
\t\t\t
• \t\t\t\t
• The work is accomplished under the limited direction of a direct supervisor on the Customer Service team.
• \t\t\t\t
• This position has three main duties. The Team Lead is to respond to associate and customer inquiries, issues and escalations. The position also requires coaching, mentoring, training and motivating of those associates for team responsibilities. Finally, the Team Lead is to assist in the management of the team and department by working on various projects. The Team Lead has the authority to handle and resolve customer escalations independently.
• \t\t\t\t
• Principle challenge is to proactively assist in both department and team development while meeting/exceeding customer expectations.
• \t\t\t\t
• Operations staff is regularly consulted in the process of problem resolution.
• \t\t\t\t
• Interaction with other associates in the coaching process. Regular direct and daily interaction with departmental supervisors and manager.
• \t\t\t
\t\t\t
#etrade
\t\t\t
• \t\t\t
\t\t\t \t\t \t
Qualifications
Basic
• \t
• Possession of 7 and 63 Licenses. Will obtain Series 9/10 within 120 days of start.
• \t
• Minimum of 1-year professional phone skills and/or client relationship management
• \t
• 1 year + demonstrated knowledge of E*TRADE policies and procedures in Trading and Customer Service
Preferred
• \t
• Possession of Series 24 or 9/10
• \t
• Minimum 2-years college, BS / BA Degree or equivalent combination of education, training, and experience with an emphasis on Finance, Business and/or Economics
• \t
• Call center environment experience
• \t
• Minimum of 2-year experience within the industry
• \t
• Education or Training Equivalent to BA/BS, preferably in business administration, finance, or related field
• \t
• Excellent verbal and written communication skills
• \t
• Ability to resolve issues promptly in a dynamic environment
• \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information exercise sound judgment and independent decision-making skills • Positive and professional attitude
• \t
• Ability to work flexible shift assignments
• \t
• Ability to develop and maintain business relationships
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce
(M/F/Disability/Vet).
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
\t \t\t \t\t\t \t\t\t
Team Lead, Customer Service Overnight Team
\t\t\t
SUMMARY
\t\t\t
\t\t\t In this position you will assist the direct supervisor with daily duties including handling and resolving escalations, monitoring and coaching associates on client interactions, reviewing associate job performance, and executing on delegated projects. Provide response primarily to advanced or difficult customer inquiries via phone and email regarding account information, procedures, systems and products. Utilize independent decision-making skills to resolve issues, identify areas for process improvement and department improvement
\t\t\t
This Overnight position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
\t\t\t
RESPONSIBILITIES
\t\t\t
Duties and Responsibilities
\t\t\t
• \t\t\t\t
• Demonstrate leadership within the group on a daily basis.
• \t\t\t\t
• Utilize independent decision making to research and resolve more complex and difficult issues.
• \t\t\t\t
• Handle and Resolve Escalations.
• \t\t\t\t
• Respond to inquiries on team related issues.
• \t\t\t\t
• Monitor and Coach job performance for quality interactions and appropriate production.
• \t\t\t\t
• Instill sales mentality into team and motivate for specific focus.
• \t\t\t\t
• Coaching for inbound and outbound sales, acquisition and retention.
• \t\t\t\t
• Execute on delegated projects and Develop as determined.
• \t\t\t\t
• Provide direct supervisor with input into the review process .
• \t\t\t\t
• Involved in identifying and targeting areas in need of improvement and creating workable solutions to problems. May be involved in proposal writing and development.
• \t\t\t\t
• Communicate and promote the ideals of the E*TRADE Group.
• \t\t\t\t
• Must be flexible to a dynamic environment of fluctuating business needs.
• \t\t\t
\t\t\t
Knowledge and Skill
\t\t\t
• \t\t\t\t
• Demonstrated leadership abilities.
• \t\t\t\t
• Demonstrated initiative in gaining knowledge and participating in departmental projects.
• \t\t\t\t
• Demonstrates excellence and "above and beyond" customer service attitude consistently in each customer service contact.
• \t\t\t\t
• Outstanding oral and written communication skills.
• \t\t\t\t
• Detailed understanding of the securities industry including equity and option trading.
• \t\t\t\t
• Complete understanding of E*TRADE policies and procedures.
• \t\t\t\t
• Outstanding problem resolution and training skills.
• \t\t\t\t
• Computer literacy including familiarity with online services, PC skills: familiarity with Microsoft Windows environment: Word and Excel.
• \t\t\t\t
• Ability to troubleshoot basic to advanced technical problems.
• \t\t\t
\t\t\t
Authority to Act, Decision Making and Principal Challenges
\t\t\t
• \t\t\t\t
• The work is accomplished under the limited direction of a direct supervisor on the Customer Service team.
• \t\t\t\t
• This position has three main duties. The Team Lead is to respond to associate and customer inquiries, issues and escalations. The position also requires coaching, mentoring, training and motivating of those associates for team responsibilities. Finally, the Team Lead is to assist in the management of the team and department by working on various projects. The Team Lead has the authority to handle and resolve customer escalations independently.
• \t\t\t\t
• Principle challenge is to proactively assist in both department and team development while meeting/exceeding customer expectations.
• \t\t\t\t
• Operations staff is regularly consulted in the process of problem resolution.
• \t\t\t\t
• Interaction with other associates in the coaching process. Regular direct and daily interaction with departmental supervisors and manager.
• \t\t\t
\t\t\t
#etrade
\t\t\t
• \t\t\t
\t\t\t \t\t \t
Qualifications
Basic
• \t
• Possession of 7 and 63 Licenses. Will obtain Series 9/10 within 120 days of start.
• \t
• Minimum of 1-year professional phone skills and/or client relationship management
• \t
• 1 year + demonstrated knowledge of E*TRADE policies and procedures in Trading and Customer Service
Preferred
• \t
• Possession of Series 24 or 9/10
• \t
• Minimum 2-years college, BS / BA Degree or equivalent combination of education, training, and experience with an emphasis on Finance, Business and/or Economics
• \t
• Call center environment experience
• \t
• Minimum of 2-year experience within the industry
• \t
• Education or Training Equivalent to BA/BS, preferably in business administration, finance, or related field
• \t
• Excellent verbal and written communication skills
• \t
• Ability to resolve issues promptly in a dynamic environment
• \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information exercise sound judgment and independent decision-making skills • Positive and professional attitude
• \t
• Ability to work flexible shift assignments
• \t
• Ability to develop and maintain business relationships
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce
(M/F/Disability/Vet).
#etrade Show more details...
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