• Fixed Income Service Specialist

    Job Locations US-NJ-Jersey City
    Posted Date 2 weeks ago(11/5/2018 10:12 AM)
    Requisition ID
    Professional Area
  • Who We Are

    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.

    About the Role



    The Fixed Income Service Specialist is responsible for servicing and supporting our fixed income customers who are primarily self-directed.  They are also responsible for performing unsolicited trade orders and answering any fixed income customer service inquiries.




    • Assist clients by providing quotes and placing unsolicited trade orders on fixed income products (brokered cd’s, muni’s, corps, government securities)
    • Work with business partners to help answer and resolve customer issues
    • Educate customers on fixed income investment products as well as qualifying leads for the fixed income sales desk partners
    • Receive a high quantity of inbound calls and provide a quality client service experience on every call
    • Handle all internal and external customer service inquiries regarding fixed income and syndicate trading Desk products 



    • Series 7/63 licenses required (Series 66 preferred), Clean U4
    • Minimum of 1 year experience in the financial service industry



    • Fixed Income product knowledge (brokered cd’s, muni’s, corps, government securities)
    • Excellent listening, written and verbal communication skills
    • Flexible, detail-oriented and able to work in a fast-paced team environment
    • Ability to interact effectively with clients, co-workers and business partners
    • Knowledge of trading operations functions and regulations
    • Ability to set and achieve goals and work independently
    • Capacity to learn new skills and knowledge on an independent level to enhance personal development and achieve career goals
    • Effective conflict resolution and problem solving skills


    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.


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