Associate Financial Services Representative
Makati, Manila
3d ago


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.

    Responsibilities :

  • 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.
  • Others

  • 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
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