• Address: Alpharetta, GA 30023 (map)
• Date Posted: 11/03/09
• Job Type: Full-time

Company E*TRADE Group

Job Title Large Market Manager - Client Services

Jobid etrade-16041

Location: Alpharetta, GA, 30009, USA

Description Large Market Manager - Client Services

Location Alpharetta, GA, US

Organization Name Etrade Financial Corporation

Company Overview


In 1983, the first online trade was placed using early E*TRADE technology. Today, E*TRADE FINANCIAL is a global financial leader, delivering value and innovation to millions of customers in more than 40 countries worldwide.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
We are looking for dynamic, highly energized risk-takers who are ready to join a fast-paced, world leader in the financial services industry. We move at the speed of the Internet. Our work culture fosters an incredible exposure to innovative ideas and challenges that create experience and opportunity. Many have risen through the organization to become industry leaders, in both the financial services world and in the community at large. E*TRADE is made up of some of the brightest and most talented people in the industry - are you ready to join the industry leader?

Detailed Description


POSITION SUMMARY/PURPOSE OF POSITION:
This position is responsible for managing and delivering high quality support services to a segment of corporate clients and their employees.
Responsibilities include:
* Managing and mentoring Equity Compensation Associates, and maintaining high morale within the team.
* Maintaining appropriate staffing levels.
* Ensuring Corporate Clients receive high quality services, following departmental procedures, meeting service level agreements, and adhering to appropriate rules, regulations, and securities laws.
* Driving continuous service and process improvements to improve competitive positioning, client satisfaction, productivity and work processes for associates. This requires strong leadership and negotiating skills to leverage resources across E*TRADE and improve interdepartmental processes and relationships.
ESSENTIAL JOB DUTIES:
Description of duties, responsibilities, and essential functions
* Develop and continually improve departmental procedures for Client Services operations. Ensure procedures are clearly understood and followed by associates, and help ensure consistent and high quality service is provided to all corporate clients.
* Responsible for associate recruiting, career development and training, performance evaluations, compensation, employee motivation and counseling of teams.
* Provide strategic direction on operational issues, assist in the development of operating budgets, staffing, policy and program development, monitor daily work procedures and productivity, and assist in escalated problem resolution.
* Continuously evaluate client needs, identify industry trends and keep in regular contact with key clients to develop referenceable accounts. Maintain excellent relationships with clients and help cross sell services as appropriate.
* Manage client invoice and accounts receivable process to maintain within 45-day limit.
* Effectively manage growth from a service and operations perspective.
* Maintain strong understanding of equity compensation practices, procedures, securities regulatory requirements and other processes to effectively manage responsibilities and associated risk.
* Monitor and analyze key quality and operational metrics to ensure high service levels and identify improvement opportunities.
DIRECT REPORTS: Yes

Job Requirements


MINIMUM REQUIREMENTS
Minimum prior experience:
* Minimum 7 years relevant management experience
* Sound understanding of equity compensation and brokerage industry
* Prior experience in a business to business environment
* Series 7 or obtain within 3 months of hire
* Series 24 or obtain within 6 months of hire
* Level II of CEP or obtain within 12 months of hire
Core Competencies:
* Strong customer service skills and excellent organizational skills with the ability to multi-task
* Exceptional analytical and trouble-shooting skills
* Exceptional supervisory/mentoring, team building skills
* Accountability/dependability
* Excellent communication skills
* Excellent listening skills
* Approachability
* Attention to detail
* Process driven
* Self-directed and results oriented
* Leadership Qualities
Minimum Education:
* Minimum BS/BA degree with an emphasis in Finance, Business and/or Economics
PREFERRED DESIGNATIONS / LICENSES:
In addition to the Minimum requirements listed above, it is preferable to have the following:
* FINRA 7, 24 and 63 registration
* CEP Designation

Additional Details


We offer a competitive and comprehensive benefits package. Please visithttps://us.etrade.com/e/t/career/benefitsto learn more about the opportunities.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />

E*TRADE FINANCIAL is an EQUAL OPPORTUNITY EMPLOYER



Maximum Salary

Salary Type




Recruiter Details




Recruiter Name Quinn, Mr. David

Email david.quinn@etrade.com

Work Telephone 201-499-6263












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