Operations Account Maintenance Specialist

Category: Operations
Location: Jersey City, NJ
Job ID: IRC131085
Posted Date: April 13, 2018


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.

Process account maintenance inquiries and corrections as received from customers, E*TRADE Financial personnel, customers, financial institutions, and government agency requests. Identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, and Compliance.

* Review customer related documents for completeness and regulatory compliance.

* Process changes, additions or requests related to customer accounts (such as activations, address changes, registration changes, account closures, document requests and upgrades to margin and option trading) using the appropriate systems or internal workflow process.

* Respond to related Operations and Customer Service inquiries within specified service levels.

* Consistently meet or exceed established quality and productivity goals.

* Maintain knowledge of E*TRADE policies and procedures.

* Effectively communicate any business environment issues or concerns to management.

* Perform other duties as required.


* Must be a dynamic and self-starting individual, able to work as part of a team or independently, with strong organizational skills.

* Strong prioritization skills and ability to adapt to change.

* Strong organizational skills and prioritization techniques to adapt to changing priorities

* Strong analytical and problem solving skills

* Minimum of 2 years of financial operations experience or equivalent

* Excellent verbal and written communication skills

* Strong knowledge of Outlook, Excel and Word


We offer a competitive and comprehensive benefits package. Please visit https://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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