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Manager, Specialist Center

Company: E TRADE
Location: Sandy
Posted on: June 9, 2021

Job Description:

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 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE/u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though ETRADE still functions as an independent entity.SUMMARYThe Manager, Specialist Center manages one of our Centers of Excellence (including workload and operations by COE Service Specialists). The Manager, Specialist Center is responsible for ensuring Corporate Clients receive high quality services, ensuring proper processes are followed, meeting service level agreements, and adhering to appropriate rules, regulations and securities laws.RESPONSIBILITIES /tEnsure that daily tasks of COE Service Specialists are completed within quality standards and internal/external Service Level Agreements (SLAs)and train Service staff on best practices as necessary /tFollow up on assignments from clients, Service Managers, and Segment Managers in the specialized services /tEnsure quality service within SLAs to internal clients (i.e., Service Managers and Segment Managers) /tMaintain appropriate staffing levels (recruiting, hiring, reassigning at peak times, etc.) /tManage and mentor Service Specialists, and maintain high morale within the team /tDeliver services adhering to best practice processes, meeting quality standards and internal/external SLAs /tUpdate Equity Edge and Stock Plans on a daily basis based upon data updates received from assigned Clients (e.g. new hires, terminations, etc.), participant transactions, etc. /tEnsure all participant stock plan transactions are correctly processed and settled in a timely manner (ESPP Purchases, ESPP sales, Option Exercises, SWAPS, Reloads, Option Grants) /tConduct surveys and tracking of Disqualifying Dispositions /tValuation Reporting, Section 16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts, etc.) /tMonthly balancing of Client plans /tManage Client inquiries and requests in a timely and professional manner /tOther duties as assignedBasic /tBachelor's degree in business, finance or related field or equivalent experience required /tSeries 7 and 63 or 99 Preferred /tKnowledge of the brokerage industry /tCertified Equity Compensation professional level two obtained with 18 months of hire /tExperience with global equity plans, complex plans such as restricted stock units/awards, swaps/reloads, performance vesting/awards, etc. /tStrong leadership and negotiating skills /tSupervisory or management experience preferred /tFamiliarity with Equity Edge Online or preferred /tSelf-directed and results oriented /tExcellent communication skills /tPassed department CEE exam (within 3 months of hiring) /tAbility to make decisions to resolve client issues and concerns /tAbility to work productively and efficiently to meet deadlines /tStrong attention to detail, problem solving and analytical skillsMorgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet) etrade

Keywords: E TRADE, Sandy , Manager, Specialist Center, Other , Sandy, Utah

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