• Jobs
  • Companies
  • Events
    • Meet with Companies
    • Chat and Learn
    • Virtual Job Fair
    • Regional Virtual Job Fair
    • Diversity Reboot Summits
  • Community
  • Resources
    • Blog
    • Video Library
    • Mentorship
    • Meta Insights Library
    • Partnerships
  • For Employers
    • Hire, Brand, Retain
    • DEI
    • Diversity Reboot Summits
    • Executive Forum
    • Mentorship
    • Employer Resources
    • Learning Center
  • Log In Sign Up
PowerToFly
Log in
Sign Up
  • Jobs
  • Companies
  • Events
    • Meet with Companies
    • Chat and Learn
    • Virtual Job Fair
    • Regional Virtual Job Fair
    • Diversity Reboot Summits
  • Community
  • Resources
    • Blog
    • Video Library
    • Mentorship
    • Meta Insights Library
    • Partnerships
  • For Employers
    • Hire, Brand, Retain
    • DEI
    • Diversity Reboot Summits
    • Executive Forum
    • Mentorship
    • Employer Resources
    • Learning Center
  • Search for a Job
  • Saved Jobs
All Jobs Remote Jobs Customer Service Software Engineering Data Human Resources Product Management Quality Assurance Browse All
Remote Jobs Customer Service Software Engineering Data Human Resources Product Management Quality Assurance Browse All

8304 Customer service or client services or tech support or communication officer or customer support Jobs

8304 Jobs
Sort By:
  • Relevance
  • Post date
Loading...
Loading more jobs...

No more jobs to load

No more jobs to load

← Back to Results

E*Trade Margins Analyst - Wealth Management Operations

Morgan Stanley Onsite Jersey City, NJ, United States
Copy link
Help us maintain the quality of jobs posted on PowerToFly. Let us know if this job is closed.
Analyst

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 

 

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

 

Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

 

E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial — explore jobs (etradecareers.com) learn more about our benefit offerings.

 

Responsibilities
- Initiate, review, and manage exceptions to the firm's current margin policy
- Perform daily margin processes: managing margin calls and monitoring accounts for accuracy and sufficient collateral
- Review asset transfers (funds and securities)
- Strong understanding of REG-T Margin guidelines, Day-Trade rules and complex option strategies
- Take-action on at-risk accounts for adherence to the firm's policy, market conditions, or individual account behavior
- Support customer service in identifying, managing, and resolving client margin issues via email, phone, or instant-message responses
- Assess risk and apply closing transactions in high-pressure and fast-moving market conditions
- Escalate risk related issues to various leaders in all lines of business
- Participate in cross-functional initiatives aimed at formulating policy and improving systems used to manage risk and execute client orders
- Provide regular reporting to direct management
- Contribute positively to the client experience by developing and sharing operational process enhancement ideas to the broader organization

About the Company
Morgan Stanley
 New York City, NY, United States
Work at Morgan Stanley

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management... Read more