Relationship Manager, Call Center

RELATIONSHIP MANAGER - CALL CENTER

 

E*TRADE FINANCIAL is a growing financial services company that provides an integrated offering of investing, trading, banking and lending services for retail and institutional customers.  The value behind the E*TRADE FINANCIAL franchise lies in our tireless effort to challenge the old ways of doing business – regularly asking can this be done better?  We continue to redefine the financial services sector by challenging the status quo and delivering innovative, value-priced products, premium rates, cutting-edge functionality and superior service – all of which provide long-term value to our customers and to our shareholders. 

 

With over $178 billion in customer assets/deposits, E*TRADE FINANCIAL achieved record net revenue of $1.7 billion on net income of $430 million in 2005.  The Company serves more than 4 million customer accounts worldwide, operating branded web sites in 14 countries.  In addition, E*TRADE’s growing network of Financial Branches – currently 21 nationwide – operate in such cities as New York, Chicago, San Francisco and Boston.

 

As a growth company in a growth market, E*TRADE FINANCIAL has aggressive goals that drive the Company toward its vision of creating a differentiated financial services franchise by leveraging technology to deliver the most compelling combination of product, service and price to the value-driven consumer.  As employees we reach for that vision everyday, challenging the ordinary to help investors Be E*TRAORDINARY.  Are you up to the challenge?

 

Position Summary:
Relationship Managers educate our customers on E*TRADE FINANCIAL's wide range of financial products, services and technology offerings and ensure that they receive the highest levels of customer service at all times.  They are the voice of E*TRADE FINANCIAL to our customers; they listen to their needs, understand their goals, and identify appropriate financial solutions.

 

Responsibilities:
Retain assets of assigned affluent / wealthy households with significant holdings at E*TRADE FINANCIAL.  Deliver superb service.
Achieve retention and asset gathering goals by engaging clients in a wide-ranging exploration of client's level of knowledge, family financial objectives, current planning practices and confidence level with current outside advisors.
Respond to sales opportunities with creative and original approaches, overcoming the limitations of competing exclusively by phone with competitor field sales forces.
Deliver superb service focused to the specific requirements as defined by each assigned household.
Regularly exercise discretion and business judgment; research and resolve customer problems related to E*TRADE FINANCIAL accounts immediately or lose current opportunity to acquire assets.
Expected to manage client contact schedule as required, making outbound calls in the absence of inbound calls.
Update the financial diagnostic questionnaire frequently.
Maintain and update prospect and sales reports.
May perform additional duties as directed by management.

Requirements:
Series 7 and 63 REQUIRED, clean U4
1-2 years experience in a financial sales environment
Comprehensive understanding of the operation of securities industry
Results driven