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 custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE's parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though ETRADE still functions as an independent entity.
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RESPONSIBILITIES
SUMMARY
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to ETRADE 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.
RESPONSIBILITIES
- Interact with customers and associates on an advanced level under the general direction of a Customer Service Supervisor.
- The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge, information and services within a defined specialty.
- Provide detailed analysis, research, and responses to customers and associates within defined areas of expertise.
- In addition, to manage a specialty function within Customer Service and provide support to both customers and associates.
- Finally this position may provide high touch service to customers in various segments.
- Essential Job Functions
- E
- Assisting in outbound customer contact regarding advanced product information.
- Handling customer inbound calls.
- Involvement in departmental training activities.
- May interact with a wide variety of associates and departments regularly in the process of problem resolution.
- Performs secondary duties as defined by Supervisor within their area of specialty.
Basic
- Series 7 and 63 Required.
- Education or training equivalent to BA/BS.
- Aspect status - Expert - Ability to act calm and with professionalism in a volatile business environment with minimal supervision.
- Outstanding oral and written communication skills.
- Demonstrated knowledge of E
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