Relationship Manager

ETRADE 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.

RESPONSIBILITIES

SUMMARY

The Relationship Manager II performs a critical customer-facing role and is the primary contact for selected clients. The Manager answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the department. The Manager is responsible for training other department members on policies and procedures and helps management monitor department workflow to ensure that all tasks are completed within the established timeframes.

RESPONSIBLITIES

  • Cultivates strong relationships with selected clients
  • Resolves client problems
  • Performs follow-up on outstanding client issues
  • Anticipates and responds to client's special needs
  • Provides client training and orientation for Trust Company processes and systems
  • Serves as the department subject matter expert
  • Trains new employees in the department
  • Prepares client communications/reports
  • Processes client requests received in daily mail delivery
  • Participates in special projects


REQUIREMENTS

Basic
  • A high school diploma; Bachelor's degree is preferred.
  • Must have 3-5 years of client service experience in the financial services industry.
  • Must be able to design basic documents in Word and basic spreadsheets in Excel.

Preferred
  • Must be able to communicate effectively in English via telephone, written communications and e-mail.
  • Typing of 40-45 wpm and 10-key skills preferred.
  • Must pay attention to details and maintain an organized workflow.
  • Must be able to juggle tasks and priorities to meet strict deadlines.
  • Must have strong problem-solving skills to identify root causes and implement problem solutions.
  • Must be able communicate well with different levels of the company and work in a team environment.


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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