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E*TRADE - Financial Services Representative Tax, Retirement & Cost Basis

Company: Morgan Stanley
Location: Alpharetta
Posted on: January 11, 2022

Job Description:

*SUMMARY* The Tax, Retirement & Cost Basis position focuses on providing E*TRADE FINANCIAL's customers and internal business partners with timely, efficient, and professional responses to their requests. This role will be responsible for having a proficiency with Tax, Retirement & Cost Basis subject matters. In addition to these expectations, individuals in this role are expected to meet established performance standards, work to master their knowledge of their subject matter assignments and continue to adapt to any changes that might occur in those areas, the company or the Customer Service organization. *RESPONSIBILITIES* * The primary focus of this position is to respond to complex issues, dealing with advanced product knowledge, information, and services regarding Tax, Retirement, and Cost Basis subject matters * Perform research and provide detailed responses to customers and business partners within defined areas of expertise * Finally, this position requires a high level of service across various customer segments*Essential Job Functions* * Through extensive experience, meticulous research, and leveraging all resources available; the Tax, Retirement & Cost Basis team uses their wealth of knowledge to support both customers and representatives in all tax, retirement, and cost basis inquiries * Each associate is expected to carry out their duties with attention and adherence to these core values * Interact with customers daily through various communication channels * Respond to and perform research on inquiries within area of expertise * Manage a fluctuating case load and customer follow ups * Communicate clearly and professionally with customer service and operations business partners to efficiently resolve customer requests * Gain in depth knowledge of retirement products and the processes involved to resolve issues relating to these products * Gain in depth knowledge of the cost basis process and tax rules and regulations surrounding these subjects, including an understanding of how to troubleshoot and correct cost basis and tax related issues*Other Position Responsibilities May Include* * Assisting in outbound customer contact regarding advanced product information * Involvement in departmental training activities * Interacting with a wide variety of business partners regularly during the process of problem resolution * Performs secondary duties as defined by Supervisor within their area of specialty*REQUIREMENTS* _*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 * Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals * Working knowledge of Microsoft Excel and Salesforce * Complete understanding of the securities industry and a thorough understanding of advanced product information * Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment * Ability to work flexible 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 preferred * Education or training equivalent to BA/BS * Completion and successful passing of a skills competency assessment in one or more of the specialty areas described above#etrade**Job:** **Wealth Management* **Title:** *E*TRADE - Financial Services Representative Tax, Retirement & Cost Basis* **Location:** *Georgia-Alpharetta* **Requisition ID:** *3189072*

Keywords: Morgan Stanley, Alpharetta , E*TRADE - Financial Services Representative Tax, Retirement & Cost Basis, Accounting, Auditing , Alpharetta, Georgia

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