E*TRADE Financial Holdings, LLC

Sandy Analyst, Account Services Operations (Payment Services)

Job Locations US-UT-Sandy
Posted Date 2 weeks ago(2/19/2021 9:36 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

This position is in strategic Global Operations with direct support of Payment Services, primarily consisting of wire processing, money market and bank sweeps, ACH processing, and Reg E processing.  The role will include processes that support the bank & retail brokerage franchise and will interact with key outsource and third-party service providers. The associate will need expertise with dealing with client escalations for sweeps and cash settlements, domestic & international wires and check clearing, ACH, debit card and check disbursements. This role requires high attention to detail and working under strict deadlines to support the various products. 



  • Money market/FDIC sweep inquiries and settlement
  • In-clearing check and Check deposit settlement
  • Check adjustments such as encoding errors and duplicate deposit and presentments
  • Processing domestic, international and foreign currency wires
  • ACH funds transfers and settlements
  • Reg E disputes
  • Communicating to internal business partners and service groups
  • Maintaining established service levels
  • Meeting targeted productivity thresholds and benchmarks
  • Providing metrics to Management
  • Working on departmental projects and initiatives
  • Data Management
  • Data Entry
  • Position may require some OT and will report directly into the department manager.



  • Bachelor’s Degree or an equivalent combination of education, training and experience (2 years of work experience can substitute for a Bachelor's Degree).


  • Back office operational experience, preferably in the financial services
  • Experience with rules and regulations governing bank and brokerage
  • Experience with processing domestic and international wires and in-clearing checks
  • Financial operations experience
  • Proven organizational skills with attention to detail
  • Strong computer skills (Word, Excel, Access, etc.)
  • Experience with SQL or Tableau
  • Experience creating DocuSign forms
  • Experience with robotic processing automation (IE UiPath, Blue Prism, or Automation Anywhere)
  • Strong written and oral communication skills with a track record of excellent customer service
  • Strong analytical skills including ability to research, schedule, analyze and present findings
  • Must be a dynamic and self-starting individual, able to work independently or as part of a team


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.


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