Operations Specialist

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

To open new account applications for bank and brokerage; process stock plan activation requests; create replacement of compromised accounts; update newly opened brokerage accounts with missing information; determine validity of related supporting documents; verify client's information on credit bureaus; research status of pending application; identify, document, and resolve exceptions and communicate with internal departments such as Customer Service, Fraud, Principal Review, and Compliance.

RESPONSIBILITIES

  • Review paper and electronic applications to determine good order
  • Manually enter applications as needed with speed and accuracy
  • Quickly respond to related Operations and Customer Service inquirie
  • Work with various lines of business to identify fraudulent or high risk new account
  • Process all work on a daily basis to maintain excellent service levels


REQUIREMENTS

Basic
  • Minimum of 2 years of financial operations experience or equivalent


Preferred
  • 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
  • Excellent verbal and written communication skills
  • Strong knowledge of Outlook, Excel and Word


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.


Back to top