Operations Analyst

Category: Operations
Location: Sandy, UT
Job ID: 13917
Posted Date: March 25, 2020

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 customers first.




This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance



  • Review paper and electronic applications to determine good order
  • Manually process applications as needed with speed and accuracy
  • Handle exception and reconciliation reports, and help execute risk controls
  • Quickly respond to related Operations and Customer Service inquiries
  • Work with various lines of business to identify fraudulent or high-risk new accounts
  • Process all work daily to maintain excellent service levels
  • Identify and document process and system enhancements for productivity, quality, and efficiency
  • Communicate with internal partners across all lines of business at all levels
  • Support implementation of operational efficiency projects such as DocuSign and UiPath RPA


  • 2+ years of financial operations experience


  • Experience with SQL or Tableau
  • 2+ years’ experience with rules and regulations governing bank and brokerage accounts
  • Bachelor’s degree preferred
  • Experience creating DocuSign forms
  • Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)
  • Strong written and oral communication skills with a track record of excellent customer service
  • Strong analytical skills including ability to research, schedule, analyze and present findings
  • Proven organizational skills with attention to detail
  • Strong computer skills (Word, Excel, Access, etc.)
  • Must be a dynamic and self-starting individual, able to work independently or as part of a team


We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

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