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Technical Support Financial Services Representative


This is a Full-time position in Alpharetta, GA posted December 17, 2020.

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.SUMMARY 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.RESPONSIBILITIES Responsibilities Interact with customers and associates on an advanced level under the general direction of a Customer Service Supervisor.The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge, information and services within a defined specialty.Provide detailed analysis, research, and responses to customers and associates within defined areas of expertise.In addition, to manage a specialty function within Customer Service and provide support to both customers and associates.Finally this position may provide high touch service to customers in various segments. Essential Job Functions E*TRADE has defined core values of Customer Focus, Agility, Reliability and E*Innovation.Each associate is expected to carry out their duties with attention and adherence to these core values.Customer interaction on a daily basisRespond and research inquiries within area of expertiseManage specialty function relative to a specific area of the businessTroubleshoot and resolve issues relating to advanced/ specialized products and servicesProvide support and training to the associates baseAssist the department in responding to customer inquiries related to an advanced product and/or a specialty area Other Position Responsibilities Assisting in outbound customer contact regarding advanced product informationHandling customer inbound callsInvolvement in departmental training activitiesMay interact with a wide variety of associates and departments regularly in the process of problem resolutionPerforms secondary duties as defined by Supervisor within their area of specialty REQUIREMENTS Basic Series 7 and 63 Required Preferred Education or training equivalent to BA/BSAspect status
– Expert
– Ability to act calm and with professionalism in a volatile business environment with minimal supervisionOutstanding oral and written communication skillsDemonstrated knowledge of E*TRADE policies and proceduresComplete mastery of Customer Service Associate Level 1 and 2Ability to work flexible shift assignments and additional hours as required when business needs dictateExceptional experience, knowledge and skill level in a defined area of expertiseOutstanding problem resolution, troubleshooting and training skillsDemonstrated high level of quality inquiries a dayComplete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product informationPositive and professional customer service attitude and work ethic We offer a competitive and comprehensive benefits package.

Please visit to learn more about the opportunities.E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

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