E*TRADE Financial Associate Financial Services Representative , Manila in Makati, Philippines


As an Associate Financial Services Representative,this person will be responsible for maintaining our existing client relationships by primarily answering inbound calls. 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.

This role provides clear and accurate responses to customer inquiries appropriately researches and resolves problems relating to customer accounts and inquiries develops a comprehensive operational understanding of the financial services industry proactively learns and remains up-to-date with the Company's products and services.

E*TRADE provides paid training for associates to obtain their Series 7 & 63 Licenses. Licenses must be obtained within the first 60 days of employment.

  • Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.

  • Further strengthen customer relationships by articulating the competitive advantage of E*TRADE's product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions.

  • Demonstrate a passion for driving sales, following through on commitments, process efficiency, and time management.

  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs

  • Understand and proactively identify leading indicators of client attrition and mitigate risk

  • Ability to grasp and apply complex technical material quickly and manage workload effectively

  • Maintain a high level of personal integrity and comply with the Code of Conduct as stated by E*TRADE FINANCIAL

  • Proactive and anticipates situations, develops proposals, and positive solutions

  • Successfully communicate with various support groups and make use of all internal systems and resources available to obtain the necessary information to resolve inquiries for clients.

  • Must be able to operate in a team environment, and contribute towards Departmental and Team Objectives and goals.

  • An Associate Financial Services Representative will perform additional duties and tasks that may be required by business needs and conditions.

  • Accomplishes sales and organization mission by completing related results as needed.



  • Bachelor's degree (Finance, Business Management/Administration business related discipline strongly preferred) or an equivalent combination of education, training and experience.

  • Successfully complete E*TRADE FINANCIAL licensing training and pass Series 7 and 63 exams.

Work Experience (preferred)

  • Strong retail and /or call center experience with demonstrated ability to cross sell products and services.

  • Passion for excellence and willingness to work to exceed client expectations.



  • Client service proficiency including excellent verbal, written and listening skills.

  • Strong PC skills including familiarity with MS Office, spreadsheets and database management.

  • Demonstrate the willingness to learn new procedures and seek out new opportunities for growth.

  • Demonstrated sense of urgency and commitment to provide the highest level of service possible.

  • Adapt to client preferences using the art of a conversation and active listening.

  • Must be self-motivated and customer service orientated.

  • Demonstrated ability to work independently, with high degree of quality and reliability.

  • Must me flexible to work on night shift and shifting schedule

  • Must be amenable to work on weekends and holidays


  • Demonstrated excellence in related college course work and projects

  • Capable of effectively operating in a team oriented and highly collaborative environment

  • Successful experience and track record achieving sales goals either through full time work or through college internships.

  • Extraordinary interpersonal skills, a strong team orientation and resiliency

  • Financial services industry experience including banking and business management

  • Strong understanding and ability to communicate the suite of E*TRADE FINANCIAL products and services


Category: Customer Service

Location: Makati, Manila

Job ID: IRC129114

Posted Date: March 5, 2018