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Participant Service Representative

Location: Alpharetta
Posted on: June 6, 2021

Job Description:

Who We AreMore 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 customers first.About the RoleSUMMARYSeeking experienced financial professionals to join our Participant Relationship Management team dedicated to servicing ETRADEs mass affluent stock plan participants. This role will provide excellent customer service and demonstrate creative problem-solving skills to help participants navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company products and services, as well as broader trends in the industry. This team is responsible for servicing the needs of ETRADEs stock plan participants with up to $1,000,000 in stock plan assets. Participant Services Representatives are the face of ETRADE to our participants and seek to build trust and develop relationships to deliver the full value of the firm. This fast-moving team cultivates a fundamental set of skills that are essential to a successful, client-focused career in financial services. This role offers significant opportunity for growth, both within the team and at ETRADE more broadly. This role would be focused on servicing Stock Plan Mid Participants (mix of non-US, low value US participants with rollover from high value / sp elite). To focus this role on account activation and Non-US IVR routing enhancements will be needed. RESPONSIBILITIES Manage daily volume of inbound calls and emails from participants, providing white-glove customer service and addressing both their equity compensation and broader financial needs Address participant concerns to their satisfaction and to take ownership of problems that require additional research Balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships Partner with Financial Consultants to generate needs-based referrals that are the result of engaging & providing superior service to participants Educate and guide participants with respect to their equity compensation and retail accounts with ETRADE and their ability to successfully navigate and maximize all aspects of ETRADE FINANCIAL Account Activation Tax Website Navigation RSU Understand the rules and regulations pertaining to equity compensation accounts Balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships Engage with participants through outbound campaigns across the course of the participant lifecycle, introducing additional wealth and liquidity solutions where appropriate Carry out responsibilities with attention and adherence to ETRADEs core values Customer Focus, Agility, Reliability, and InnovationQualificationsBasic 6-12 months of experience in a financial service to sales environment, preferredPreferred Strong technical aptitude Positive and professional customer service attitude and capability Outstanding oral and written communication skills with a strong attention to detail Ability to work flexible shift assignments and additional hours as required when business needs dictate (this position is eligible for overtime pay)ETRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at ETRADE Financial explore jobs ( learn more about our benefit offerings.EEO StatementETRADE 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: UNAVAILABLE, Alpharetta , Participant Service Representative, Other , Alpharetta, Georgia

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