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E*TRADE - Financial Services Representative, Overnight Team

Company: Morgan Stanley
Location: Alpharetta
Posted on: November 16, 2021

Job Description:

This Overnight position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; 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. Responsibilities: * Interact with customers and colleagues on an advanced level under the general direction of a Customer Service Supervisor. * The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge and trading inquiries from our clients. * Provide detailed analysis, research, and responses to customer's inquiries. * This position will provide high-touch service to customers in various segments. Essential Job Functions: * Each associate is expected to carry out their duties with attention to providing our clients with the best client experience while adhering to our core values. * Customer interaction on a daily basis. * Respond and research inquiries within area of expertise. * Manage specialty functions relative to specific areas of the business. * Troubleshoot and resolve issues relating to advanced/specialized products and services. * Assist the department in responding to customer inquiries relating to advanced product and trading inquires. Other Position Responsibilities: * 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 additional duties as defined by Supervisor within their respective area(s) of specialty. These areas of specialty may include but are not limited to support for the following support channels, customer segments, and/or inquiry types: Elite Trading, Stock Plans, Digital Correspondence, New Accounts, Corporate Actions, and/or Fraud/Account Activation. #etrade Minimum Required Skills: * Aspect status - Expert - Ability to act calm and 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. * Complete understanding of the securities industry, including equity and options trading, and a thorough understanding of advanced product information. * Outstanding problem resolution and troubleshooting skills. * Experience, knowledge and skill level in a defined area of expertise. * Ability to work overnight shift assignments and additional hours as required when business needs dictate. * Demonstrated knowledge of E*TRADE policies and procedures. Minimum Required Education, Certification, Training: * Series 7 and 63 required. * Education or training equivalent to BA/BS. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #etrade

Keywords: Morgan Stanley, Alpharetta , E*TRADE - Financial Services Representative, Overnight Team, Accounting, Auditing , Alpharetta, Georgia

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