Associate Financial Services Representative
Company: E*TRADE Financial Holdings, LLC
Posted on: May 3, 2021
More than 30 years ago, E*TRADE 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.
Are you interested in financial services?
Have you always wanted to learn the inner workings of the
stock market? Do you get excited about solving problems and having
customers compliment your work? Are you goal-driven and
competitive? If you answered yes to these questions, you’re
the person we want on our Associate Financial Services
Associate Financial Services Representative, you would use your
amazing customer service skills and knack for problem-solving to
engage our clients via incoming calls and answer various questions
related to their stock portfolios.
To get you started in your career with us,
E*TRADE will pay for your training to obtain your Series 7 & 63
In This Role You Will
- Provide excellent customer
service by identifying customer needs and determining the best
solution for them.
- Educate customers on E*TRADE’s
competitive advantage and identify additional products they would
- Show us your determination to
drive sales, follow processes and manage your time to be 100%
efficient during your day.
- Continually learn about
investments and the financial markets to address the individual
client's investment needs
- Help the company to identify
opportunities keep our clients and do your part to minimize risk,
- Be required to maintain a high
level of personal integrity and comply with E*TRADE’s Code of
Conduct. You’ll have to sign a statement agreeing to
this; it’s important.
- Connect with other groups to
gather info to resolve customer issues (you will never be on your
own, we’re a family).
- Be involved in other projects
and tasks (because there may be other things you can help
What You Bring to the
- A bachelor’s degree in
Finance, Business Management or Administration, or have an
equivalent combination of education, training and experience. (1
year of work experience can substitute 1 year of
- You’ve spent at least 2 years
working in a customer-facing role.
Even better if you:
- Have at least 2 years’
experience working in a call center environment or within a
- You can articulate your
experience working on a team and in a highly collaborative
- You have previously been in a
role where you had to meet sales goals either through full time
work or college internships.
- You’re considered a
people-person and have extraordinary interpersonal skills, a strong
team orientation and resiliency.
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 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.
Keywords: E*TRADE Financial Holdings, LLC, Sandy , Associate Financial Services Representative, Other , Sandy, Utah
Didn't find what you're looking for? Search again!