Associate Financial Services Representative

Category: Customer Service
Location: Alpharetta, GA
Job ID: 11744
Posted Date: March 12, 2019

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.

RESPONSIBILITIES

SUMMARY

As an Associate Financial Services Representative, this person will be responsible for maintaining our existing client relationships by primarily answering inbound calls. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to E*TRADE FINANCIAL’s customers in a timely, efficient, professional manner; provides clear and accurate responses to customer inquiries; 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. E*TRADE provides paid training for associates to obtain their Series 7 & 63 Licenses. Licenses must be obtained within the first 60 days of employment.

RESPONSIBILITIES

  • Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
  • Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions.
  • Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management.
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs
  • Understand and proactively identify leading indicators of client attrition and mitigate risk
  • Ability to grasp and apply complex technical material quickly and manage workload effectively
  • Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL
  • Proactive and anticipates situations, develops proposals, and positive solutions
  • Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients.
  • Must be able to operate in a team environment, and contribute towards Departmental and Team Objectives and goals.
  • An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions.
  • Accomplishes sales and organization mission by completing related results as needed.
REQUIREMENTS

Basic Qualifications

  • 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).

Preferred Qualifications

  • Minimum of 2 years of customer-facing work experience
  • Call center environment or financial institution experience
  • Proven experience to effectively operate in a team oriented and highly collaborative environment
  • Successful experience and track record achieving sales goals either through full time work or through college internships
  • Extraordinary interpersonal skills, a strong team orientation and resiliency

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.

Upcoming E*TRADE career events

Wed 10

Ft. Benning SFL-TAP Spring Hiring Event

April 10 @ 10:00 am - 1:00 pm
Fort Benning 8150 Marne Rd. Bldg. 9230 Ft. Benning CA 31905 United States
Tue 30

Diversity Career Fair 2019

April 30 @ 11:00 am - 2:00 pm
Utah Cultural Celebration Center 1355 West 3100 South West Valley City UT 84119 United States
Tue 18

Atlanta Choice Career Fair

June 18 @ 11:00 am - 2:00 pm
DoubleTree By Hilton Atlanta 4386 Chamblee Dunwoody Road Atlanta GA 30341 United States