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.
The Conversion Technical Specialist (CTS) performs administrative support duties for advisor clients in support of the Conversion Manager (CM). The CTS helps coordinate the seamless conversion of new RIAs and their accounts to Trust. The CTS processes account transactions and serves as a subject matter expert on Trust Company policies and procedures and selected products and participates in training other department employees. This person works closely with a small group of new clients to ensure all accounts are established accurately and scheduled assets are received at Trust in a timely manner. The CTS troubleshoots and solves any issues that arise in the relationship, working in collaboration with all levels of Trust Company employees.
We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ 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.