POSITION SUMMARY :
As an Associate Financial Services Representative, this person will be responsible for maintaining our existing client relationships by primarily answering inbound calls.
This position utilizes excellent customer service and problem solving skills to confidently provide information and education to E*TRADE FINANCIAL’s customers in a timely, efficient, professional manner;
provides clear and accurate responses to customer inquiries; 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. E*TRADE provides paid training for associates to obtain their Series 7 & 63 Licenses.
Licenses must be obtained within the first 60 days of employment.
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
Successfully complete E*TRADE FINANCIAL licensing training and pass Series 7 and 63 exams.
Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL’s product offering and its value proposition by anticipating needs and proposing solutions.
Demonstrate a passion for following through on commitments, process efficiency, and time management.
Understand and proactively identify leading indicators of client attrition and mitigate risk
Ability to grasp and apply complex technical material quickly and manage workload effectively
Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL
Proactive and anticipates situations, develops proposals, and positive solutions
Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients.
Must be able to operate in a team environment, and contribute towards Departmental and Team Objectives and goals.
An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions
Desired Skills :
Demonstratethe ability to work independently, with high degree of quality and reliability.
Demonstrate the willingness to learn new procedures and seek out new opportunities for growth.
Demonstratea sense of urgency and commitment to provide the highest level of service possible.
Adapt to client preferences using the art of a conversation and active listening.
Demonstrate self-confidence and the ability to maintain composure in difficult situations.
Must be self-motivated and customer service-oriented.
Demonstrate excellence in related college course work and projects
Capable of effectively operating in a team oriented and highly collaborative environment
Extraordinary interpersonal skills, a strong team orientation and resiliency
Financial services industry experience including banking and business management
Strong understanding and ability to communicate the suite of E*TRADE FINANCIAL products and services
Passion for excellence and willingness to work to exceed client expectations.
Minimum Required Skills :
Strong PC skills including familiarity with MS Office, spreadsheets and database management.
Superior client service proficiency including excellent verbal, written and listening skills.
Minimum Required Education, Certification, Training :
Bachelor’s degree (Finance, Business Management / Administration business related discipline strongly preferred) or an equivalent combination of education, training and experience.
Amenability to work on US hours (night shift)
Amenability work on shifting schedule
Flexibility to work during weekends
Amenability to work on PH Holidays
Remote work capability availability of equipment and connection while in a temporary remote work environment is a non-negotiable requirement