Financial Services Representative
Location: Sandy Utah
Description: E*TRADE Financial is at present recruited Financial Services Representative right now, this job will be placed in Utah. More details about this job opportunity please read the description below. E*TRADE Financial Corporation, an online investing & trading pioneer, with 4.5 million accounts in 40 countries and $110 billion in customer assets, is continuing to reinvent the online trading indus! try. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. SUMMARY
E * TRADE FINANCIAL is a global leader in online personal financial services. The E*TRADE FINANCIAL family of companies provides financial services including trading, investing, banking and lending for retail and institutional customers. We provide “anytime, anywhere, any device†access to financial information and transaction capabilities. We are currently hiring for the position of:
Financial Services Representative
POSITION SUMMARY :
As a 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 manne! r; 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: 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. 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 (cross-selling) solutions. Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual clie! nt's investment needs 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. A Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions. Accomplishes sales and organization mission by completing related results as needed.
REQUIREMENTS
Required:
Series 7 and 63 is requir! ed. Bachelor's degree (Finance, Business Management/Administration busi! ness related discipline strongly preferred) or an equivalent combination of education, training and experience. Minimum of 1-2 years financial advisory or investment sales experience. Passion for excellence and willingness to work to exceed client expectations. Superior client service proficiency including excellent verbal, written, and listening skills. Strong PC skills including familiarity with MS Office, spreadsheets and database management. Demonstrate the willingness to learn new procedures and seek out new opportunities for growth. Demonstrated 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. Demonstrates self-confidence and the ability to maintain composure in difficult situations. Must be self-motivated and customer service orientated. Demonstrated ability to work independently, with high degree of quality and reliability.
Desired: Capa! ble 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 E*TRADE FINANCIAL products and services
We offer a competitive and comprehensive benefits package. Please visit https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the opportunities.
E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER
Amount of Travel Work At Home
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If you were eligible to this job, please email us your resume, with salary requirements and a resume to E*TRADE Financial.
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This job starts available on: Fri, 08 Nov 2013 13:30:17 GMT