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Sr. Specialist-Participant Services

Company: E*TRADE
Location: Alpharetta
Posted on: June 6, 2021

Job Description:

More than 30 years ago, E*TRADE 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.

In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE's parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.


(This role can be in either Sandy, Utah, Alpharetta, Georgia or Tampa, Florida)

Do you hold your Series 7 license and are ready for a change? Do you love working with others and building relationships? Do you thrive in environments where you can problem-solve and provide amazing customer service? Are you goal-driven and like a challenge?

If you answered "yes" to those questions, our role as a Senior Specialist of Participant Relationship Management, could be for you! Our SSPS's maintain client relationships by answering inbound calls, research and resolution, offering other products and meeting other performance requirements.


  • First and foremost, provide differentiated "white glove" customer service and support to our Stock Plans Participants
  • Understand our client's investment needs and help point them in the right direction for resolution to their issues/concerns
  • Showcase your passion for driving sales by speaking with our clients about additional product offerings to enhance their financial wealth
  • Be on the frontlines and will help the organization to understand our clients better and identify opportunities for attrition or risk
  • Maintain a high level of personal integrity and comply with our Code of Conduct
  • Work with other teams, use technology and provided resources to resolve inquiries for clients
  • An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions


Current Series 7 license required

Series 63 license required within 6 weeks of hire

Bachelor's Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)

Minimum of 2 years of customer-facing work experience, with at least 6-12 months of that experience in a service to sales environment with proven results


At least 2 years of experience working in a call center environment or within a financial institution

Outstanding oral and written communication skills with a strong attention to detail

A background in Equity Compensation, ideally including Certified Equity Professional (CEP) designation, though if lacking there will be opportunity to gain this designation once in the role

The ability to speak to a successful track record achieving sales goals either through full time work or college internships

Ability to be self motivated and prioritize in a work from home environment

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).


Keywords: E*TRADE, Alpharetta , Sr. Specialist-Participant Services, Other , Alpharetta, Georgia

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