Analyst 2, P1, Product Support & Services WM, NEX : Job Level - Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

E*TRADE from Morgan Stanley · 10 hours ago

Analyst 2, P1, Product Support & Services WM, NEX : Job Level - Analyst

E*TRADE from Morgan Stanley is seeking a detail-oriented and client-focused individual to join their Syndicate and Structured Investments Trade Support team within Wealth Management Operations. This role involves providing critical support to the Trading desk, Clients, Financial Advisors, and branch teams, handling inbound calls, resolving cases, and ensuring accurate processing of syndicate and structured products.

BankingFinanceFinancial Services

Responsibilities

Serve as a primary point of contact for the trading desk, 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 adjustments and corrections
Perform detailed reviews and reconciliations of activity to ensure accuracy and alignment with regulatory requirements
Collaborate with trading desks, technology, compliance, and other operations teams to resolve escalated or complex issues
Maintain a strong understanding of 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

FinanceTrade supportMicrosoft OfficeAttention to detailCommunication skillsProblem-solving

Required

Bachelor's degree in Finance, Business, or a related field preferred
1-3 years of experience in financial services or a trade support environment
Excellent communication skills, both verbal and written
Demonstrated attention to detail and commitment to delivering high-quality work
Ability to handle call volumes while maintaining professionalism and accuracy
Proven problem-solving skills with the ability to work independently and under pressure
Proficiency with Microsoft Office

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability

Company

E*TRADE from Morgan Stanley

twittertwittertwitter
company-logo
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

leader-logo
Julia Miller
Executive Director, Creative Services
linkedin
Company data provided by crunchbase