Associate Financial Services Representative
Company: E-TRADE
Location: Alpharetta
Posted on: February 15, 2021
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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.
Are you interested in financial services? Have you always wanted to
learn the inner workings of the stock market? Do you get excited
about solving problems and having customers compliment your work?
Are you goal-driven and competitive? If you answered yes to these
questions, you're the person we want on our Associate Financial
Services team!
As an Associate Financial Services Representative, you would use
your amazing customer service skills and knack for problem-solving
to engage our clients via incoming calls and answer various
questions related to their stock portfolios.
To get you started in your career with us, E*TRADE will pay for
your training to obtain your Series 7 & 63 Licenses.
In This Role You Will
Provide excellent customer service by identifying customer needs
and determining the best solution for them.
Educate customers on E*TRADE's competitive advantage and identify
additional products they would benefit from.
Show us your determination to drive sales, follow processes and
manage your time to be 100% efficient during your day.
Continually learn about investments and the financial markets to
address the individual client's investment needs
Help the company to identify opportunities keep our clients and do
your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and
comply with E*TRADE's Code of Conduct. You'll have to sign a
statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues
(you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other
things you can help with).
REQUIREMENTS
What You Bring to the Table:
A bachelor's degree in Finance, Business Management or
Administration, or have an equivalent combination of education,
training and experience. (1 year of work experience can substitute
1 year of education)
You've spent at least 2 years working in a customer-facing
role.
Even better if you:
Have at least 2 years' experience working in a call center
environment or within a financial institution.
You can articulate your experience working on a team and in a
highly collaborative environment.
You have previously been in a role where you had to meet sales
goals either through full time work or college internships.
You're considered a people-person and have extraordinary
interpersonal skills, a strong team orientation and resiliency.
We offer a competitive and comprehensive benefits package. Please
visit
https://www.etradecareers.com/why-work-at-etrade/employee-benefits/
to learn more about the opportunities.
Keywords: E-TRADE, Alpharetta , Associate Financial Services Representative, Sales , Alpharetta, Georgia
Click
here to apply!
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