E*TRADE - Associate Financial Services Representative - Digital Correspondence at Morgan Stanley (Salt Lake City, UT)

| Salt Lake City, UT
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E*TRADE - Associate Financial Services Representative Digital Correspondence


As a Digital Correspondence Representative your primary responsibility is to service and resolve inbound customer inquiries using the Salesforce chat servicing platform. A live chat session is a digital form of communication in which the customer can initiate a chat room in order to conduct a live chat session with an E*TRADE representative. Customers can initiate live chat sessions using a variety of platforms including the E*TRADE web site, mobile platforms, or Power E*TRADE. The mission of the Digital Correspondence Team is to utilize creativity and problem-solving skills to provide "World-Class" service and educate customers through our state-of-the-art online chat platform.

The Digital Correspondence Representative role includes servicing multiple customers at once within a large field of subject matter including Stock Plans, Tax & Retirement, Trading, general service inquiries and more! Providing accurate and effective resolution in a digital environment is a key aspect of the Digital Correspondence Representative role.

Becoming a Digital Correspondence Representative exposes you to an extremely wide spectrum of industry subject matter, E*TRADE products and services, and all tier classes of E*TRADE customers. Being exposed to this wide variety of material can help you explore and develop your career path as well as obtain valuable information as to many different areas of knowledge associated with the E*TRADE brand.

A Digital Correspondence Representative's typical workday might include:

Servicing inbound customer inquiries of a diverse nature using the Salesforce chat communication platform

Conducting follow-up communications with customers regarding multi-step processes and/or advanced request

Communicating and servicing customer inquiries using other mediums such as outbound calls to the customer or via the secure message center

Multitasking and servicing up to two digital correspondence chat interactions simultaneously

Addressing Service-to-Sales and value-add initiatives with customers using digital communication

Leveraging multiple lines of business and specialty teams to provide one-touch resolution via the digital communication chat platform



  • Education or training equivalent to BA/BS

You've spent at least 2 years working in a customer-facing role

Ability to work flexible shift assignments and additional hours as required when business needs dictate

At least 2 years of experience in a role where you had to act calm and with professionalism in a volatile business environment with minimal supervision; provided outstanding oral and written communication skills and had outstanding problem resolution, troubleshooting and training skill

Even better if you:

Series 7 and 63

Have at least 2 years' experience working in a contact center environment or within a financial institution

Experience communicating effectively and providing "one-touch" resolution through a digital medium

Positive and professional customer service attitude and work ethic

More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 47 open jobs at Morgan Stanley, click here.
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