ET

E*TRADE

- NASDAQ:ETFC
Last Updated 2022-05-20

Job Listings

Track E*TRADE hiring and firing trends, filtered by title, location, type, date, category and date of posting.
Ticker Symbol Entity Name Domain As Of Date Title URL Brand Category Location Text City State Country Posted Date Number of Openings Description Salary Salary Currency Salary Description Coordinates Date Added Date Updated Sector Industry
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - Financial Consultant - Tampa Open Customer Service/Sales Temple Terrace, FL, US Temple Terrace FL USA Oct 22nd, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial">Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!</p> <p style="font-family: Arial">Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.<br /> Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com<br /> <br /> <strong>RESPONSIBILITIES</strong></p> <ul> <li>Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience.</li> <li>Collect client financial information, analyze and evaluate a client&#39;s financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.</li> <li>Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client&#39;s individual needs.</li> <li>Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.</li> <li>Conduct effective client portfolio reviews and propose value-added solutions to client needs.</li> <li>Maintain and update reports accurately.</li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial"><strong>Basic</strong></p> <ul> <li>Series 7 and 63 required, Clean U4</li> <li>Minimum of 2 years of financial services industry experience</li> </ul> <p style="font-family: Arial"><br /> <strong>Preferred</strong></p> <ul> <li>Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry</li> <li>Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date</li> <li>Bachelor&#39;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).</li> <li>Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs</li> <li>Proven history of success in developing, retaining and expanding client relationships</li> <li>Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client&#39;s needs using E*TRADE investments and services</li> <li>Excellent communication and organizational skills</li> <li>Group presentation skills a plus</li> <li>Professional designations a plus: CFP, CRPC</li> <li>Proven ability to:</li> <li>Present complex information in a way that enables clients to make informed investment decisions</li> <li>Build referral business from high value clients</li> <li>Multi-task as well as work independently with minimal direct supervision and a high degree of quality</li> <li>Must be self-motivated and work well in a team setting</li> </ul> <p style="font-family: Arial"><span style="color:#ffffff;"><span style="background-color:#ffffff;">#ETRADE #etrade</span></span></p></div><p /> POINT (-82.3893 28.0353) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - AVP, Private Client ( Senior Relationship Manager) Open Customer Service/Sales Dallas, TX, US Dallas TX USA Nov 15th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial">The Private Client Relationship Manager will be responsible for the retention and growth of E*TRADEs most valuable and complex clients. Through frequent and proactive client contacts, the RM will cultivate a personal relationship, gain an understanding of the client?s investment needs, goals, objectives, and become a trusted resource. The RM is responsible for strategic practice management, which includes daily servicing/trading inquiries and enhancing the overall client experience with E*TRADE. This includes providing proactive consultations to engage clients and uncover opportunities to gather additional assets. After becoming a trusted resource, the RM is responsible to build/initiate strategic business discussions with the client to leverage the relationship for client referrals and for developing referral programs with other lines of business at E*TRADE</p> <p style="font-family: Arial"><u><strong>RESPONSIBILITIES</strong></u></p> <ul> <li>&nbsp;Outstanding presentation/communication skills through various channels, including in-person, phone and email</li> <li>&nbsp;Ability to successfully build, manage and retain relationships with the firms most valuable clients while remaining highly-focused on risk management</li> <li>&nbsp;Ability to effectively support a team environment while excelling as an individual contributor</li> <li>&nbsp;Ability to effectively plan, organize and execute multiple in-person client meetings while working within a stated budget (30% travel)</li> <li>&nbsp;Ability to effectively plan, contribute and support client appreciation events and educational seminars (10% travel)</li> <li>&nbsp;Ability to work and travel on nights/weekends</li> <li>&nbsp;Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation.</li> <li>Utilize strong leadership and negotiating skills to leverage resources across E*TRADE to improve interdepartmental processes and relationships.&nbsp;</li> <li>Ability to effectively negotiate with and retain clients in a highly competitive industry while remaining highly focused on profitability&nbsp;Ability to understand and cross-sell full array of ET products and services</li> <li>Ability to acquire new clients through referrals from existing client base</li> <li>Must fully understand total customer offering at E*TRADE and stay apprised of all events and happenings in the financial services industry&nbsp;</li> <li>&nbsp;Ability to exercise discretion and business judgment while communicating,researching and resolving customer problems related to E*TRADE Securities&nbsp;Excellent problem solving skills, effectively follow-up on all customer inquiries regarding account information, procedures, systems and products</li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial;;;;"><u><strong>Basic</strong></u></p> <ul> <li style="font-family: Arial;">&nbsp;Series 7/63/66 licenses required</li> <li style="font-family: Arial;">&nbsp;Minimum 10 years brokerage experience required</li> </ul> <p style="font-family: Arial;;;;"><br /> <u><strong>Preferred</strong></u></p> <ul> <li style="font-family: Arial;">&nbsp;Must have professional experience developing business as well as cultivating relationships with affluent retail clients and/or active traders</li> <li style="font-family: Arial;">&nbsp;Ability to provide concierge-type support to ensure retention of dedicated client-base</li> <li style="font-family: Arial;">&nbsp;Ability to remain calm, professional, and in control in a volatile business environment</li> <li style="font-family: Arial;">&nbsp;Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience</li> <li style="font-family: Arial;">&nbsp;Proactively demonstrates asset gathering and household acquisition strategies</li> <li style="font-family: Arial;">&nbsp;Utilize independent decision-making skills to handle and resolve issues. Ability to work independently</li> <li style="font-family: Arial;">&nbsp;Excellent organizational skills, with the ability to handle multiple tasks</li> <li style="font-family: Arial;">&nbsp;Effective follow-up on all customer inquiries regarding account information, procedures, systems and products</li> <li style="font-family: Arial;">&nbsp;Thorough understanding of the securities industry including equity and option trading</li> <li style="font-family: Arial;">&nbsp;Responsible for comprehensively understanding platforms of all competitors in space and being able to viably articulate items that differentiate the ET offering</li> <li style="font-family: Arial;">&nbsp;Capacity to place/review orders and to identify/escalate any trading related items</li> <li style="font-family: Arial;">&nbsp;Complete understanding of E*Trade policies and procedures</li> <li style="font-family: Arial;">&nbsp;Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems</li> <li style="font-family: Arial;">&nbsp;Participate in the development, maintenance and communication of sales and activity report</li> </ul> <p style="font-family: Arial; text-align: center;;;;"><span style="color:#ffffff;">#etrade&nbsp;</span></p> <p style="font-family: Arial;;;;">#etrade<span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="color:white">ade</span></span></span></span> <span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="color:white">etr#etrade#etrade</span></span></span></span></p></div><p /> POINT (-96.797 32.7767) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM Senior Site Reliability Engineer (DEVOPS/SRE) Open Technology Alpharetta, GA, US Alpharetta GA USA Apr 9th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><strong>SUMMARY</strong></span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">&nbsp;</span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">The Senior Site Reliability Engineer will be responsible for understanding our core technology, developing repeatable, automated resolution processes to improve application lifecycles in evolving systems increasing their reliability, and having the right talent/skillset to develop and improve the process.</span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">&nbsp;</span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">If you are highly motivated and goal oriented, can handle interruptions while fluidly switching between several projects, and have an automation approach to solving problems, this job will be ideal.</span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">&nbsp;</span></span></p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><strong>RESPONSIBILITIES</strong></span></span></p> <ul> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Building long-term service reliability in production environments, increasing the odds that when a problem gets fixed, it stays fixed.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Automate repeatable workflows that improve infrastructure reliability, identify capacity volatility, prevent problem occurrence, and accelerate the remediation process via enhanced response and resolution.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Assist in incident action items for control breaks to ensure issues do not result in repeat incidents.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Automate response to all non-exceptional service conditions.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Lead by example, and work with the team to establish credibility through quality technical execution.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Scale systems sustainably through mechanisms like automation and evolve systems by pushing for changes that improve reliability and velocity.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Encourage and minimize manual systems work to focus on efforts that bring long-term value to the company&rsquo;s operations.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Evaluate potential failures and their effects on the system.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Develop and deploy operational test cases to catch issues in production and lower environments.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Ensure the infrastructure stability to support services before they go live through activities such as system design consulting, developing software platforms and frameworks, and capacity planning.</span></span></span></li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><b><u>Basic</u></b></span></span></p> <ul> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">3+ years of experience in the following areas:</span></span></span> <ul style="list-style-type:circle"> <li><span style="font-size:11pt"><span style="tab-stops:list 1.0in"><span style="font-family:Calibri,sans-serif">One or more of the following: Python, Perl, BASH, C, C++, Java, Go, Ruby.</span></span></span></li> </ul> </li> </ul> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><b><u>Preferred</u></b></span></span></p> <ul> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Designing, analyzing, and troubleshooting large-scale distributed systems.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Systematic problem-solving approach coupled with a sense of ownership and drive.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Debug and optimize code and to automate routine tasks.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Test driven development concepts.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">General security concepts as well as secure coding practices.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">General networking concepts.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">General database concepts.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Excellent verbal and written communication skills.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Analytical thinking, and problem-solving skills.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Experience designing, implementing continuous integration - continuous delivery.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">A degree in computer science or a related field.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Excellent verbal and written communication and documentation skills.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Proficient with Linux OS.</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Proficient with one or more of public cloud deployments: (AWS, GCP, Azure).</span></span></span></li> <li><span style="font-size:11pt"><span style="tab-stops:list .5in"><span style="font-family:Calibri,sans-serif">Knowledge using Jenkins, Puppet, Git, Confluence, NodeJS, TSQL. and Jira.</span></span></span></li> </ul> <p style="font-family: Arial">&nbsp;</p> <p style="font-family: Arial">&nbsp;</p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</span></span></p> <p style="font-family: Arial">&nbsp;</p> <p style="font-family: Arial"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">#etrade</span></span></p> <p style="font-family: Arial">&nbsp;</p></div><p /> POINT (-84.2941 34.0754) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM Sr. Security Developer Open Threat Management Alpharetta, GA, US Alpharetta GA USA Jul 27th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="margin-bottom:12px;font-family: Arial"><span style="font-size:11pt"><span style="line-height:107%"><span style="font-family:Calibri,sans-serif"><span style="font-size:10.0pt"><span style="background:white"><span style="line-height:107%"><span style="font-family:&quot;Arial&quot;,sans-serif"><span style="color:black">At Morgan Stanley, we advise, originate trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Investment Management. The Firm&#39;s employees serve clients worldwide from more than 1,200 offices in 43 countries.</span></span></span></span></span><br style="font-variant-ligatures:normal; text-align:start; text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial" /> <br style="font-variant-ligatures:normal; text-align:start; text-decoration-thickness:initial; text-decoration-style:initial; text-decoration-color:initial" /> <span style="font-size:10.0pt"><span style="line-height:107%"><span style="font-family:&quot;Arial&quot;,sans-serif"><span style="color:black"><span style="background:white"><span style="font-variant-ligatures:normal; text-align:start"><span style="text-decoration-thickness:initial"><span style="text-decoration-style:initial"><span style="text-decoration-color:initial"><span style="float:none">As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.</span></span></span></span></span></span></span></span></span></span></span></span></span></p> <p style="font-family: Arial;;"><b style="font-family: Calibri, sans-serif; font-size: 11pt;">Summary:</b></p> <p style="font-family: Arial;;"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">The Senior Security Developer will be responsible for leading projects and guiding a team in designing and implementing Security solutions, which usually involve people, process, and technologies. We are a non-traditional security team that are bringing a broad range of skills to provide tactical and strategic support to mitigate legacy and new risks in our infrastructure.&nbsp;</span></span><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">&nbsp;</span></span></p> <p style="font-family: Arial;;"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><b>Responsibilities:</b></span></span></p> <ul> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Lead cross functional teams executing projects and provide development assistance and guidance to team members.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Provide technical guidance on security solutions</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Work with teams to assess their security needs and develop capabilities to meet them</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Ensure security solutions are production ready in terms of people, process, and technologies </span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Assist in troubleshooting deep technical issues requiring both excellent understand of infrastructure, java, and architectural trade-offs</span></span></li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial;;"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><b>Requirements:</b></span></span></p> <ul> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">A problem solver and able to manage ambiguous requirements&nbsp;</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">5+ years of application development in Java, Spring, Spring Boot, Spring Security, web services (ReST and SOAP).</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Hands-on experience in Linux in building, troubleshooting, log analysis etc.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Design for Scalability, Reliability and High Availability</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Enterprise architecture experience with n-tier architecture and security focused.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Effectively communicate with both technical and non-technical partners.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Ability to adapt, learn, coordinate, and guide others</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Manage time and work effectively on multiple initiatives.</span></span></li> </ul> <p style="font-family: Arial;;"><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif"><b>Desired Skills:</b></span></span></p> <ul> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Understand networking such as load balancers, firewalls, tiered infrastructure etc.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Experience with application servers, webservers and related technology such as tomcat, Apache, jetty, nginx etc.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Experience with website scraping, log parsing, ETL, large data processing, statistical analysis</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Understand production deployment and operations: phased deployment, canary deployment, backward/forward compatibility, understand alerting, monitoring, reporting etc.</span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Understand Identity and Access Management related technologies </span></span></li> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Source control systems, Git and Subversion</span></span></li> </ul> <ul> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Familiarity with Maven and Gradle; understand build pipelines and deployment processes.</span></span></li> </ul> <ul> <li><span style="font-size:11pt"><span style="font-family:Calibri,sans-serif">Understand Linux ecosystem and scripting, how rpm packaging work, system logs and configuration, process and resource usage analysis</span></span></li> </ul> <p style="font-family: Arial"><span style="color:#ffffff;">#etrade</span></p> <p style="font-family: Arial">&nbsp;</p> <p style="font-family: Arial;"><span style="color:#ffffff;">#E*TRADEet</span></p></div><p /> POINT (-84.2941 34.0754) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - NEX Associate, Oversight and Supervision Open Customer Service/Sales Alpharetta, GA, US Alpharetta GA USA Sep 8th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial">Candidate will be responsible for the review of new investment account applications to ensure compliance with the Financial Industry Regulatory Authority (FINRA) rules and regulations, and the firm&#39;s policies and procedures. Candidate will review Option and Margin upgrade requests to determine customer eligibility. The candidate will identify, document, and resolve application exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, Compliance, AML and Legal.</p> <ul> <li>Review and approve New Brokerage Account applications based on firm and regulatory requirements. Application review includes review of supplemental documentation, suitability information, and margin and option trading eligibility.</li> <li>Provide Principal approval to various account updates including Power of Attorney requests and changes in registration to existing accounts.</li> <li>Candidate will be responsible for participating in the updates of departmental policies and procedures, as well as ensuring all internal and regulatory audits are compliant.</li> <li>Candidate will be required to perform against key performance indicators and metrics.</li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial;"><strong>Basic</strong></p> <ul> <li>Bachelor&#39;s degree or equivalent experience</li> <li>2+ years of experience in the retail brokerage industry</li> <li>FINRA licenses: Series 7, Series 63, Series 24 and Series 4</li> <li>Ability to review complex customer documentation and exercise high level of professional judgement while following firm and industry regulations for customer account establishment.</li> <li>Must always consider the risk, regulatory, and Compliance environment that Principal Review tasks are executed within.</li> <li>Must possess the ability to work in a production-oriented environment and meet tight processing deadlines.</li> <li>Must be able to work on multiple initiatives simultaneously.</li> </ul> <p style="font-family: Arial;"><strong>Preferred</strong></p> <ul> <li>Strong familiarity with the financial service industry and products offered</li> <li>Excellent organizational skills, time management skills, and ability to prioritize time-sensitive requests</li> <li>Excellent verbal and written communication skills</li> <li>Must be able to work in a dynamic environment and thrive in situations that require new solutions</li> <li>Ability to work overtime as needed to maintain required deadlines and service levels</li> </ul> <p style="font-family: Arial;">Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p> <p style="font-family: Arial; text-align: center;;"><span style="color:#ffffff;">#etrade</span></p></div><p /> POINT (-84.2941 34.0754) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - Analyst, Service Optimization - Alpharetta Open Customer Service/Sales Alpharetta, GA, US Alpharetta GA USA Sep 29th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial"><span style="font-size:11pt"><span style="background:white"><span style="line-height:normal"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white"><span style="color:black">SUMMARY<br /> This position requires excellent problem solving and communication skills to effectively report E*TRADE FINANCIAL&rsquo;s client feedback, in an actionable form to our internal and external business partners. The Specialist will also be responsible to work within Service Optimization Team and directly with business partners from Service, Product and Technology Team Members to appropriately research and resolve problems relating to feedback and Product Support inquiries. Ultimately, the Specialist on the team will be responsible for overseeing the feedback life cycle from the creation and delivery by the client, reporting on, taking appropriate action, and following up with the client to close the loop on their inquiry.</span></span></b><br /> <b>&nbsp;</b></span></span></span></span></span></p> <p style="margin-bottom:14px;font-family: Arial"><span style="font-size:11pt"><span style="background:white"><span style="line-height:normal"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white"><span style="color:black">RESPONSIBILITIES</span></span></b></span></span></span></span></span></p> <ul> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="font-size:10.5pt"><span style="font-family:&quot;Open Sans&quot;,sans-serif">Provide clear, concise, and actionable reports to management and business partners.</span></span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Responsible and accountable for the lifecycle of each client feedback case.</span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Monitoring large impact project statuses and identifying impacted customers for contact.</span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Analyze and categorize feedback received to ensure that the feedback is directed to the correct business unit.</span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Identify gaps in our product and service offering and effectively represent these to management and our business partners.</span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Conduct Monthly Meetings with Product Management Channel Heads to review feedback and product support cases &ndash; each analyst is assigned two to three channels.</span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:11px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="background:white">Ad Hoc Projects &ndash; periodically analysts will be asked to complete one off research project to pull data from various internal resources and build short overview slide for Product Teams.</span></b></span></span></span></span></span></span></span></li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial"><span style="font-size:11pt"><span style="background:white"><span style="line-height:normal"><span style="vertical-align:bottom"><span style="font-family:Calibri,sans-serif"><b><span style="font-size:10.5pt"><span style="font-family:&quot;Arial&quot;,sans-serif"><span style="color:black">Qualifications</span></span></span></b></span></span></span></span></span>:</p> <ul> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="font-size:10.5pt"><span style="font-family:&quot;Arial&quot;,sans-serif">Knowledge of performance metrics as they relate to overall customer experience</span></span></b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Customer data synthesis and management &ndash; understands where to access important data, organizes it effectively, and integrates multiple, disparate streams of data to develop and communicate actionable insights</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Data visualization</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Prior experience in research, customer satisfaction, or loyalty&nbsp;</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Proficient in PowerPoint, Excel, Word, and Salesforce</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Outstanding oral and written communication skills</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Analytical skills</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Organizational skills</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Positive and professional customer service attitude and work ethic</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Ability to work flexible shift assignments and additional hours as required when business needs dictate.</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Capacity to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Bachelor&rsquo;s Degree in business, math, information management or data analytics</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Series 7 and Series 63 licenses&nbsp;</b></span></span></span></span></span></span></span></li> <li style="margin-bottom:14px"><span style="font-size:11pt"><span style="background:white"><span style="color:black"><span style="line-height:normal"><span style="tab-stops:list .5in"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b>Complete understanding of the securities industry, including equity and option trading</b></span></span></span></span></span></span></span></li> </ul> <p style="margin-bottom:11px;font-family: Arial"><span style="font-size:11pt"><span style="background:white"><span style="line-height:normal"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="color:black">&nbsp;<br /> E*TRADE, 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 E*TRADE Financial &mdash; explore jobs (etradecareers.com) learn more about our benefit offerings.</span></b></span></span></span></span></span></p> <p style="margin-bottom:11px;font-family: Arial">&nbsp;</p> <p style="margin-bottom:11px;font-family: Arial"><span style="font-size:11pt"><span style="background:white"><span style="line-height:normal"><span style="vertical-align:middle"><span style="font-family:Calibri,sans-serif"><b><span style="color:black">#etrade</span></b></span></span></span></span></span></p> <p style="margin-bottom:11px;font-family: Arial;;"><span style="color:#ffffff;">#etrade</span></p></div><p /> POINT (-84.2941 34.0754) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - Financial Services Representative, Overnight Team Open Digital Alpharetta, GA, US Alpharetta GA USA Oct 20th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial;">This Overnight position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer investment questions; 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&rsquo;s products and services.</p> <p style="font-family: Arial;"><strong>Responsibilities:</strong></p> <ul> <li>Interact with customers and colleagues on an advanced level under the general direction of a Customer Service Supervisor.</li> <li>The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge and trading inquiries from our clients.</li> <li>Provide detailed analysis, research, and responses to customer&rsquo;s inquiries.</li> <li>This position will provide high-touch service to customers in various segments.</li> </ul> <p style="font-family: Arial;"><strong>Essential Job Functions:</strong></p> <ul> <li>Each associate is expected to carry out their duties with attention to providing our clients with the best client experience while adhering to our core values.</li> <li>Customer interaction on a daily basis.</li> <li>Respond and research inquiries within area of expertise.</li> <li>Manage specialty functions relative to specific areas of the business.</li> <li>Troubleshoot and resolve issues relating to advanced/specialized products and services.</li> <li>Assist the department in responding to customer inquiries relating to advanced product and trading inquires.</li> </ul> <p style="font-family: Arial;"><strong>Other Position Responsibilities:</strong></p> <ul> <li>Handling customer inbound calls.</li> <li>Involvement in departmental training activities.</li> <li>May interact with a wide variety of associates and departments regularly in the process of problem resolution.</li> <li>Performs additional duties as defined by Supervisor within their respective area(s) of specialty. These areas of specialty may include but are not limited to support for the following support channels, customer segments, and/or inquiry types: Elite Trading, Stock Plans, Digital Correspondence, New Accounts, Corporate Actions, and/or Fraud/Account Activation.</li> </ul> <p style="font-family: Arial"><span style="color:#ffffff;"><span style="background-color:#ffffff;">#etrade</span></span></p></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial;"><strong>Minimum Required Skills:</strong></p> <ul> <li>Aspect status &ndash; Expert - Ability to act calm and with professionalism in a volatile business environment with minimal supervision.</li> <li>Outstanding oral and written communication skills.</li> <li>Positive and professional customer service attitude and work ethic.</li> <li>Complete understanding of the securities industry, including equity and options trading, and a thorough understanding of advanced product information.</li> <li>Outstanding problem resolution and troubleshooting skills.</li> <li>Experience, knowledge and skill level in a defined area of expertise.</li> <li>Ability to work overnight shift assignments and additional hours as required when business needs dictate.</li> <li>Demonstrated knowledge of E*TRADE policies and procedures.</li> </ul> <p style="font-family: Arial;"><strong>Minimum Required Education, Certification, Training:</strong></p> <ul> <li>Series 7 and 63 required.</li> <li>Education or training equivalent to BA/BS.</li> </ul> <p style="text-align: center;;font-family: Arial">Morgan Stanley is an equal opportunity employer committed to diversifying its workforce<br /> (M/F/Disability/Vet).</p> <p style="text-align: center;;font-family: Arial"><span style="color:#ffffff;">#etrade</span></p></div><p /> POINT (-84.2941 34.0754) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - Financial Consultant - Cupertino Open Customer Service/Sales Cupertino, CA, US Cupertino CA USA Nov 16th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><div class="WordSection1"> <p style="font-family: Arial"><strong>SUMMARY</strong><br /> Financial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE, and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one!</p> <p style="font-family: Arial">Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.</p> <p style="font-family: Arial">Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://www.etrade.com</p> <p style="font-family: Arial"><strong>RESPONSIBILITIES</strong></p> <ul> <li>Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience.</li> <li>Collect client financial information, analyze and evaluate a client&rsquo;s financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.</li> <li>Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the client&rsquo;s individual needs.</li> <li>Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.</li> <li>Conduct effective client portfolio reviews and propose value-added solutions to client needs.</li> <li>Maintain and update reports accurately.</li> <li>Additional duties as directed by management.<br /> &nbsp;</li> </ul> </div></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial;"><strong>QUALIFICATIONS<br /> BASIC&nbsp;</strong></p> <ul> <li>Series 7 and 63 required, Series 66 preferred, Clean U4. Series 66 must be obtained in applicable states within 60 days of hire date.</li> <li>Minimum of 2 years of financial services industry experience.</li> </ul> <p style="font-family: Arial;"><strong>PREFERRED&nbsp;</strong></p> <ul> <li>Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry.</li> <li>Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETF&rsquo;s.</li> <li>Proven history of success in developing, retaining and expanding client relationships.</li> <li>Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client&rsquo;s needs using E*TRADE investments and services.</li> <li>Excellent communication and organizational skills.</li> <li>Group presentation skills a plus.</li> <li>Bachelors degree&nbsp;</li> <li>Professional designations are a plus: CFP, CRPC.</li> </ul> <p style="font-family: Arial;">E*TRADE, 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 E*TRADE Financial &mdash; explore jobs (etradecareers.com) learn more about our benefit offerings.<br /> #etrade</p></div><p /> POINT (-122.032 37.323) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM Specialist - Stock Plan Open Stock Plan Services Sandy, UT, US Sandy UT USA Apr 13th, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0in 0in 0pt;">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.</p></div><br /><div data-field="jobdescription" class="jd-jobdescription"><p style="margin: 0in 0in 0pt;"><strong>SUMMARY</strong></p><p style="margin: 0in 0in 0pt;">&nbsp;</p><p style="margin: 0in 0in 0pt;"><strong>(This role can be in either Sandy, Utah; Alpharetta, Georgia or Tampa, Florida)</strong></p><p style="margin: 0in 0in 0pt;">&nbsp;</p><p style="margin: 0in 0in 0pt;">Do you hold your Series 7 license and are ready for a change?&nbsp; Do you love working with others and building relationships?&nbsp; Do you thrive in environments where you can problem-solve and provide amazing customer service? Are you goal-driven and like a challenge?</p><p style="margin: 0in 0in 0pt;">&nbsp;</p><p style="margin: 0in 0in 0pt;">If you answered &ldquo;yes&rdquo; to those questions, our role as a Senior Specialist of Participant Relationship Management, could be for you!&nbsp; Our SSPS&rsquo;s maintain client relationships by answering inbound calls, research and resolution, offering other E*TRADE products and meeting other performance requirements.</p><p style="margin: 0in 0in 0pt;">&nbsp;</p><p style="margin: 0in 0in 0pt;"><strong>In This Role You Will:</strong></p><ul style="margin-top: 0in;"><li style="margin: 0in 0in 0pt; color: #000000;"><span>First and foremost, provide differentiated &ldquo;white glove&rdquo; customer service and support to our Stock Plans Participants</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Understand our client&rsquo;s investment needs and help point them in the right direction for resolution to their issues/concerns</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Showcase your passion for driving sales by speaking with our clients about additional product offerings to enhance their financial wealth</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Be on the frontlines and will help the organization to understand our clients better and identify opportunities for attrition or risk</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Maintain a high level of personal integrity and comply with our Code of Conduct </span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Work with other teams, use technology and provided resources to resolve inquiries for clients</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions.&nbsp;</span></li></ul></div><br /><div data-field="requirements" class="jd-requirements"><p style="margin: 0in 0in 0pt;"><strong><u>What You Bring to the Table - Basic</u></strong></p><ul style="margin-top: 0in;"><li style="margin: 0in 0in 0pt; color: #000000;"><span>Current Series 7 license</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>Bachelor&rsquo;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)</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>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.</span></li></ul><p style="margin: 0in 0in 0pt;"><strong><u>Even Better If You Have - Preferred</u></strong></p><ul style="margin-top: 0in;"><li style="margin: 0in 0in 0pt; color: #000000;"><span>Current Series 63 license</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>At least 2 years of experience working in a call center environment or within a financial institution</span></li><li><span>Outstanding oral and written communication skills with a strong attention to detail</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>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.</span></li><li style="margin: 0in 0in 0pt; color: #000000;"><span>The ability to speak to a successful track record achieving sales goals either through full time work or college internships</span></li></ul><p style="margin: 0px;">&nbsp;</p><p style="margin: 0px;">E*TRADE, 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 E*TRADE Financial &mdash; explore jobs (etradecareers.com) learn more about our benefit offerings.</p><p style="margin: 0px;">&nbsp;</p></div><br /> POINT (-111.839 40.565) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services
nasdaq:etfc www.etradecareers.com www.etradecareers.com Nov 17th, 2021 12:00AM E*TRADE - Associate (Real Time Analyst) Open Customer Service/Sales Sandy, UT, US Sandy UT USA Sep 2nd, 2021 12:00AM <div data-field="company" class="jd-company"><p style="margin: 0px;">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 custom<span style="font-size: 10pt;">e</span>rs first.</p><p>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.</p></div><p /><div data-field="jobdescription" class="jd-jobdescription"><p style="font-family: Arial"><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><b><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif"><span style="color:blue">Analyst I (Real Time Analyst)</span></span></span></b></span></span></span></p> <p style="font-family: Arial">&nbsp;</p> <p style="font-family: Arial"><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><b><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Major Responsibilities:</span></span></b></span></span></span></p> <ul> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Dynamically manage call center workforce for activities across a global network of multiple sites</span></span></span></span></span> <ul style="list-style-type:circle"> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Optimize service levels on a real time basis</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">P<span style="color:black">artner closely with CS Managers to ensure </span>the most efficient use of resources</span></span></span></span></span></li> </ul> </li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Analyze real-time call center metrics (ASA, AHT, Productivity and Volume to determine patterns/trends)</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Collaborate with key business partners to identify opportunities for improvement of resource utilization and service levels</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Administration and Utilization of all WFM applications</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Administration of WFM Inboxes (E*TRADE Command Center)</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Basic Report Generation and Administration (Excel / Tableau)</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Maintain proper communication channels regarding events that impact our call centers</span></span></span></span></span> <ul style="list-style-type:circle"> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Partner with the technology team for the real-time tracking and communication of customer and associate affecting outages</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Communicate BCP events to multiple departments to ensure the continuous operations of critical business units occur</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Deliver Metric Update pages to our senior leadership team for consistent transparency of call center metrics</span></span></span></span></span></li> </ul> </li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Perform other duties as requested by supervisor</span></span></span></span></span></li> </ul></div><p /><div data-field="requirements" class="jd-requirements"><p style="font-family: Arial"><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><b><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Education and/or Experience</span></span></b><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">:</span></span></span></span></span></p> <ul> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">BS/BA Degree and/or equivalent combination of education and experience required</span></span> </span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">1-3 years&rsquo; experience in a call center environment required</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Prior WFM experience a strong plus</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Knowledge of SQL a strong plus</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Strong business, operational, and procedural knowledge of a call center</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Proficiency with MS Office applications (Excel / Access / Etc&hellip;)</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Basic understanding of telecom routing structures (ICM)</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Strong analytical skills</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Strong written and verbal communication skills</span></span></span></span></span></li> <li><span style="font-size:12pt"><span style="color:black"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Previous experience in the financial sector preferred</span></span></span></span></span></span></li> </ul> <p style="text-align: center;;font-family: Arial"><span style="font-size:12pt"><span style="color:black"><span style="text-autospace:none"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">Morgan Stanley is an equal opportunity employer committed to diversifying its workforce<br /> (M/F/Disability/Vet).</span></span></span></span></span></span></p> <p style="text-align: center;;font-family: Arial"><span style="color:#ffffff;"><span style="font-size:12pt"><span style="font-family:&quot;Times New Roman&quot;,serif"><span style="font-size:11.0pt"><span style="font-family:&quot;Calibri&quot;,sans-serif">#etrade</span></span></span></span></span><br /> &nbsp;</p></div><p /> POINT (-111.839 40.565) Nov 17th, 2021 06:10AM Nov 17th, 2021 06:10AM Financials Financial Services

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