E*TRADE Financial Holdings, LLC

Analyst, Account Services Operations

Job Locations US-CO-Centennial
Posted Date 1 week ago(2/22/2021 2:04 PM)
Requisition ID
Professional Area
Institutional 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



The Account Services Operations analyst will primarily be responsible for supporting account onboarding & incoming asset movement for the Advisor Services business.



  • Reviewing client forms & documentation for good order & completion. Manually processing those requests with speed & accuracy.
  • Handling exception & reconciliation reports & helping to execute risk controls.
  • Working collaboratively with the Team to meet all daily responsibilities & maintain excellent service levels.
  • Communicating with internal partners across all lines of business.
  • Working closely with internal Service partners to deliver exceptional service to our clients.
  • Identifying and documenting process and system enhancements for productivity, quality, and efficiency.
  • Contributing to special projects & assignments, as needed.



  • Minimum of 2 years of financial operations experience or equivalent.


  • Proven organizational skills with high attention to detail.
  • Strong computer skills (Word, Excel, Outlook, etc.).
  • Strong analytical & problem-solving skills.
  • Excellent verbal and written communication skills.
  • Strong prioritization skills and ability to adapt to change.
  • Must be a dynamic and self-starting individual, able to work independently or as part of a team.
  • Bachelor’s degree.
  • Experience with rules and regulations governing bank and brokerage accounts.


Salary range for the position: $21.64 - $26.45/HR. The successful candidate may be eligible for an annual discretionary incentive compensation award.

E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial — explore jobs (etradecareers.com) learn more about our benefit offerings.

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.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.