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Associate Financial Services Representative - Service Recovery

Company: E*TRADE
Location: Sandy
Posted on: January 7, 2022

Job Description:

This position utilizes excellent customer service and problem solving skills to confidently provide information and education to E*TRADE FINANCIAL's customers in a timely, efficient, professional manner; provides clear and accurate responses to customer inquiries; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.
To get you started in your career with us, E*TRADE will pay for your training to obtain your Series 7 & 63 Licenses.

Responsibilities
Interact with customers and associates on an advanced level under the general direction of a Customer Service Supervisor
Respond to complicated and challenging issues dealing with advanced product knowledge, information, and services within a defined specialty
Provide detailed analysis, research, and responses to customers and associates within defined areas of expertise
Provide high touch service to customers in various segments

Essential Job Functions
E*TRADE has defined core values of Customer Focus, Agility, Reliability and E*Innovation
Each associate is expected to carry out their duties with attention and adherence to these core values
Interact with Customers daily
Respond and research inquiries within area of expertise
Manage specialty function relative to a specific area of the business
Troubleshoot and resolve issues relating to advanced/ specialized products and services
Provide support and training to the associates base
Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area

Other Position Responsibilities
Assisting in outbound customer contact regarding advanced product information
Handling customer inbound calls
Involvement in departmental training activities
May interact with a wide variety of associates and departments regularly in the process of problem resolution
Performs secondary duties as defined by Supervisor within their area of specialty

QUALIFICATIONS:

Minimum Required Skills
Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision
Outstanding oral and written communication skills
Positive and professional customer service attitude and work ethic
Outstanding problem resolution, troubleshooting and training skills
Ability to work flexible shift assignments and additional hours as required when business needs dictate

Minimum Required Education, Certification, Training
Education or training equivalent to BA/BS

Keywords: E*TRADE, Sandy , Associate Financial Services Representative - Service Recovery, Sales , Sandy, Utah

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