Analyst, Middle Office Operations

More than 30 years ago, ETRADE 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

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, ETRADE 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 ETRADE branches.

The goal of the Operations Middle Office team is to enhance the client experience, both internally and externally. Manager/Senior Analysts will effectively manage relationships with the Branch Managers (domestically), Customer Service and Sales teams to facilitate better communication as well as implement process improvements for our clients.

The successful applicant will develop their expertise in retail brokerage products, gain a strong understanding of the various processes that impact ETRADE clients and enjoy high levels of exposure to various Operations and other divisional managers across organization.

REPONSIBILITIES

  • Manage the Operations relationships with both external and internal clients of ETrade; internal clients include Executive & Private Client, Platinum, Customer Service, ETRADE Corporate Services, Sales, and the Branches
  • Work with senior members across Operations to drive change and manage projects which enhance the service provided to clients; work to streamline processes
  • Maintain internal client relationships via conference calls, site and branch visits
  • Manage client metrics such as Voice of the Customer feedback
  • Provide value-add services such as proactive client communications, client events and calls educating clients in Operational initiatives
  • Serve as a point of escalation when Operational issues are not resolved timely


REQUIREMENTS

Basic
  • Bachelor's Degree

Preferred
  • Practical Operations processing experience
  • Strong business knowledge
  • Strong organizational skills with ability to multi-task
  • Managing, organizing and prioritizing multiple tasks and responsibilities
  • Strong people management skills
  • Ability to think strategically and tactically
  • Ability to work under pressure managing to tight deadlines and / or unexpected changes
  • Willingness to question/challenge existing processes and ensure a satisfactory outcome
  • Excellent communication and relationship skills across all management levels
  • Analytical with attention to detail and strong problem-solving skills
  • Proactive, able to take the lead in devising creative solutions
  • Efficient team player


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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