Team Lead, Participant Services (Stock Plans Elite)

Company: E*TRADE FINANCIAL
Location: Sandy
Posted on: January 11, 2021

Job Description:

Who We AreMore 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.About the RoleAssist direct supervisor with daily duties including: handling and resolving escalations, monitoring and coaching associates on client interactions, reviewing associate job performance, and executing on delegated projects. Provide response primarily to advanced or difficult customer inquiries via phone and email regarding account information, procedures, systems and products. Utilize independent decision making skills to resolve issues, identify areas for process improvement and department improvementRESPONSIBILITIESDemonstrate leadership within the group on a daily basisUtilizing independent decision making to research and resolve more complex and difficult issuesHandle and Resolve EscalationsRespond to inquiries on team related issuesMonitor and Coach job performance for quality interactions and appropriate productionInstill sales mentality into team and motivate for specific focusCoaching for inbound and outbound sales, acquisition and retentionExecute on delegated projects and Develop as determinedProvide direct supervisor with input into the review processInvolved in identifying and targeting areas in need of improvement and creating workable solutions to problems. May be involved in proposal writing and developmentCommunicate and promote the ideals of the ETRADE GroupMust be flexible to a dynamic environment of fluctuating business needsQualificationsBasicPossession of 7 and 63 LicensesEducation or Training Equivalent to BA/BS, preferably in business administration, finance or related fieldMinimum of 1 year professional phone skills and/or client relationship managementPreferredExcellent verbal and written communication skillsAbility to resolve issues promptly in a dynamic environmentComplete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product informationAbility to exercise sound judgment and independent decision making skills -- Positive and professional attitudeAbility to work flexible shift assignmentsAbility to develop and maintain business relationshipsWe offer a competitive and comprehensive benefits package. Please visit to learn more about the opportunities.EEO StatementETRADE Financial Holdings, LLC 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.Job SummaryRequisition ID: 2020-15454Professional Area: Stock Plan Services

Keywords: E*TRADE FINANCIAL, Sandy , Team Lead, Participant Services (Stock Plans Elite), Other , Sandy, Utah