Apply on Employer Site

E*TRADE from Morgan Stanley · 3 hours ago

Equity & Options Trade Support Associate

South Jordan, Utah, United States of America

Full-time

Onsite

Entry Level

1+ years exp

E*TRADE from Morgan Stanley is an industry leader in financial services, seeking a detail-oriented and client-focused individual to join their Equities and Options Trade Support team. This role involves providing critical support for equity and option trades, handling inquiries, and ensuring accurate processing and execution.

BankingFinanceFinancial Services

Responsibilities

Serve as a primary point of contact for Financial Advisors and branch personnel regarding equity and option trade inquiries

Respond to and resolve cases through phone, email, and case management systems in a timely and professional manner

Investigate and support trade corrections, account inquiries, and execution issues

Perform detailed reviews and reconciliations of trade activity to ensure accuracy and alignment with regulatory requirements

Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex trade issues

Maintain a strong understanding of market mechanics, trading regulations, and firm policies

Uphold a high standard of accuracy and attention to detail to minimize risk and operational errors

Identify and escalate trends or process gaps that may require enhancements or additional training

Support projects, process improvements, and user acceptance testing as needed

Qualification

EquityOptions tradingCustomer service experienceProblem-solving skillsMicrosoft Office proficiencyCommunication skillsAttention to detailWork under pressure