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Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
Further strengthen customer relationships by articulating the competitive advantage of E*TRADE FINANCIAL's product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions.
Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management.
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
Understand and proactively identify leading indicators of client attrition and mitigate risk
Ability to grasp and apply complex technical material quickly and manage workload effectively
Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL
Proactive and anticipates situations, develops proposals, and positive solutions
Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients.
Must be able to operate in a team environment, and contribute towards Departmental and Team Objectives and goals.
An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions.
Accomplishes sales and organization mission by completing related results as needed.
Internal Number: 5897422
About E Trade Financial
eFinancialCareers is a career site specializing in financial services.