Financial Services Representative
E*TRADE Financial - Alpharetta, GA

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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.


  • Further strengthen client relationships by anticipating needs and aligning and proposing ETFC products and services where appropriate
  • Consistently identify client opportunities and engage key partners as needed
  • Exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Adapt to client preferences using the art of a conversation. Demonstrates self-confidence and the ability to maintain composure in difficult situations
  • Superior client service proficiency including excellent verbal, written, and listening skills
  • 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 ETFC
  • Demonstrated PC skills including familiarity with word processing, MS Office, spreadsheets and database management.
  • Proactive and anticipates situations, develops proposals, and positive solutions


Must Have:
  • Series 7 and 63 is required
  • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience
  • Minimum of 1-2 years financial advisory or investment sales experience
  • Passion for excellence and willingness to work to exceed client expectations
  • Strong computer skills with an ability to multitask in a fast paced environment

Desired Skills:
· BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience
  • Capable of effectively operating in a team oriented and highly collaborative environment
  • Successful experience and track record achieving sales goals
  • 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 ETFC products and services

Amount of Travel

Work At Home

About this company
86 reviews
E*TRADE is an innovative financial services company offering a full suite of easy-to-use online brokerage, investing and related banking...