E*Trade Customer Service Beneficiary Services Representative (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.

In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE's parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.



This position utilizes excellent customer service and problem solving skills to confidently provide information and education to E*TRADE FINANCIAL's 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 Functions:

E*TRADE has defined core values of Customer Focus, Agility, Reliability and E*Innovation.

Each associate is expected to carry out their duties with attention and adherence to these core values.

Customer interaction on a daily basis.

Respond and research inquiries within area of expertise.

Manage specialty function relative to a specific area of the business.

Troubleshoot and resolve issues relating to advanced/ specialized products and services.

Provide support and training to the associates base.

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

Other Position Responsibilities:

Assisting in outbound customer contact regarding advanced product information.

Handling customer inbound calls.

Involvement in departmental training activities.

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.


Minimum Required Skills:

Aspect status - Expert - Ability to act calm and with professionalism in a volatile business environment with minimal supervision.

Outstanding oral and written communication skills.

Positive and professional customer service attitude and work ethic.

Demonstrated high level of quality inquiries a day.

Outstanding problem resolution, troubleshooting and training skills.

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

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

Complete mastery of Customer Service Associate Level 1 and 2.

Demonstrated knowledge of E*TRADE policies and procedures.

Minimum Required Education, Certification, Training:

Education or training equivalent to BA/BS.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)


More Information on E*TRADE
E*TRADE operates in the Financial Services industry. The company is located in Sandy, UT and Arlington, VA. E*TRADE was founded in 1982. It has 10558 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 27 open jobs at E*TRADE, click here.
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