Active Trader Service Associate

Category: Customer Service
Location: Chicago, IL
Job ID: IRC129795
Posted Date: December 6, 2017


E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches.


The E*TRADE Active Trader Services Team focuses specifically on servicing and supporting the E*TRADE Active Trader segment of our client base. Active clients trade regularly and are generally more sophisticated in terms of trading strategies, margin treatment, and overall breadth of market knowledge.

The Active Trader Services Associates will support the day-to-day trading activity in client accounts as well as the day-to-day activity within the Active Trader Services Team. ATS Associates will be focused on building an extensive knowledge base relating to trading activity, margin requirements and treatment, general risk management, expiration process and procedures, and basic to intermediate option theory.

The primary focus of this role is to facilitate the trading activity of the Active Trader client and support specific inquiries and issues centering on areas of trading, margin, and risk. The expectation is to maintain and manage the existing client relationships and provide a focused and dependable resource to this most active client base. Providing timely, accurate, and informative answers is essential and an overall sense of relative urgency is paramount.


Required Skills:

* Bachelor’s degree or equivalent experience in related field

* Outstanding oral, written, and inter-personal communication skills

* Dedication to exceeding expectations of clients

* Ability to work independently and utilize decision-making skills in a fast-paced environment to address and resolve client issues

* Excellent organizational skills and the ability to readily handle multiple tasks effectively

* Strong work ethic, extraordinary interpersonal skills, and team orientation

* High performance and integrity levels with proven experience as a strong team player

* Proficient in Microsoft Office Suite of products and ability to quickly learn new software

* Ability to obtain Series 7 and Series 63 licenses within 90 days of hire date


We offer a competitive and comprehensive benefits package. Please visit 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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