E*TRADE Financial Holdings, LLC

Client Service Advocate

Job Locations US-CO-Centennial
Posted Date 1 week ago(2/22/2021 11:33 AM)
Requisition ID
Professional Area
Customer Service

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 CSA performs a critical customer-facing role and is the primary contact for selected clients. The CSA will operate within a team who support clients within their segment. The CSA answers client inquiries, processes account transactions, partners with Leadership to monitors department workflows to ensure all tasks are completed within the established timeframes. The CSA serves as a subject matter expert on the products being serviced by the department and will proactively reach out to clients to ensure service levels are being met.



  • Cultivates strong relationships with selected clients
  • Resolves client problems
  • Performs follow-up on outstanding client issues
  • Anticipates and responds to client’s needs
  • Provides client training and orientation on processes and systems
  • Serves as the department subject matter expert
  • Prepares client communications/reports
  • Processes client requests received in daily mail delivery
  • Participates in special projects
  • Support other clients within segment and team as backup


  • A high school diploma: Bachelor’s degree is preferred.
  • Must have 3-5 years of client service experience in the financial services industry.


  • Must be able to design basic documents in Word and basic spreadsheets in Excel.
  • Must be able to communicate effectively via telephone and e-mail.
  • Must pay attention to details and maintain an organized workflow.
  • Must be able to juggle tasks and priorities to meet strict deadlines.
  • Must have strong problem-solving skills to identify root causes and implement problem solutions.
  • Must be able communicate well with different levels of the company and work in a team environment.


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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