E*TRADE Financial Holdings, LLC

Senior Specialist, Participant Services

Job Locations US-UT-Sandy
Posted Date 2 weeks ago(2/18/2021 1:29 PM)
Requisition ID
Professional Area
Stock Plan Services

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

Do you hold your Series 7 license and are ready for a change?  Do you love working with others and building relationships?  Do you thrive in environments where you can problem-solve and provide amazing customer service? Are you goal-driven and like a challenge?


If you answered “yes” to those questions, our role as a Senior Specialist of Participant Relationship Management, could be for you!  Our SSPS’s maintain client relationships by answering inbound calls, research and resolution, offering other E*TRADE products and meeting other performance requirements.


In This Role You Will:

  • First and foremost, provide differentiated “white glove” customer service and support to our Stock Plans Participants
  • Understand our client’s investment needs and help point them in the right direction for resolution to their issues/concerns
  • Showcase your passion for driving sales by speaking with our clients about additional product offerings to enhance their financial wealth
  • Be on the frontlines and will help the organization to understand our clients better and identify opportunities for attrition or risk
  • Maintain a high level of personal integrity and comply with our Code of Conduct
  • Work with other teams, use technology and provided resources to resolve inquiries for clients
  • An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions. 


What You Bring to the Table - Basic

  • Current Series 7 license
  • Bachelor’s Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience. (1 year of work experience can substitute 1 year of education)
  • Minimum of 2 years of customer-facing work experience, with at least 6-12 months of that experience in a service to sales environment with proven results.

Even Better If You Have - Preferred

  • Current Series 63 license
  • At least 2 years of experience working in a call center environment or within a financial institution
  • Outstanding oral and written communication skills with a strong attention to detail
  • A background in Equity Compensation, ideally including Certified Equity Professional (CEP) designation, though if lacking there will be opportunity to gain this designation once in the role.
  • The ability to speak to a successful track record achieving sales goals either through full time work or college internships


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.


EEO Statement

E*TRADE Financial Holdings, LLC 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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