E*Trade - Associate Financial Services Representative - Technical Support at Morgan Stanley (Salt Lake City, UT)

| Salt Lake City, UT
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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.


This position utilizes excellent customer service and problem solving skills to confidently provide information and education to E*TRADE from Morgan Stanley customers in a timely, efficient, professional manner; provides clear and accurate responses to customer inquiries; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company?s products and services.



Interact with customers and associates on an advanced level under the general direction of a Customer Service Supervisor.

The primary focus of this position is to respond to complicated and challenging issues dealing with advanced product knowledge, information, and services within a defined specialty.

Provide detailed analysis, research, and responses to customers and associates within defined areas of expertise.

In addition, to manage a specialty function within Customer Service and provide support to both customers and associates.

Finally, this position may provide high touch service to customers in various segments.

Essential Job Function

Customer interaction daily

Respond and research inquiries within area of expertise

Manage specialty function relative to a specific area of the busine

Troubleshoot and resolve issues relating to advanced/specialized products and service

Provide support and training to the associate?s base

Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area

Other Position Responsibilitie

Assisting in outbound customer contact regarding advanced product information

Handling customer inbound call

Involvement in departmental training activitie

May interact with a wide variety of associates and departments regularly in the process of problem resolution

Performs secondary duties as defined by Supervisor within their area of specialty


Education or training equivalent to BA/BS

SIE, Series 7 and 63 Preferred

Ability to act calm and with professionalism in a volatile business environment with minimal supervision

Outstanding oral and written communication skill

Demonstrated knowledge of E*TRADE from Morgan Stanley policies and procedure

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

Exceptional experience, knowledge, and skill level in a defined area of expertise

Outstanding problem resolution, troubleshooting and training skill

Demonstrated high level of quality inquiries a day

Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information

Positive and professional customer service attitude and work ethic

We offer a competitive and comprehensive benefits package. Please visit https://www.morganstanley.com/people to learn more about the opportunities.

E*TRADE from Morgan Stanley 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.

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. Morgan Stanley was founded in 2022. 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 351 open jobs at Morgan Stanley, click here.
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