Managed Account Team (MAT) Specialist ETRADE FINANCIAL 300 reviews - Sandy, UT RESPONSIBILITIES The MAT Specialist will report to the MAT Manager and will focus on relationship management and retention of clients enrolled in ETRADE Blend Portfolios or Core Portfolios offerings. Operating as an extension of the Investment Strategy team and partnering with branch Financial Consultants, the MAT Specialist will offer clients a personal connection to ETRADE Personalized Investments products and will help these clients achieve their investment goals. * Retain and service assigned Blend Portfolios clients while ensuring that all clients receive an outstanding client experience. * Conduct regular reviews of Blend Portfolios accounts and effectively address service requests. * Conduct relationship and sales discussions via inbound and outbound phone calls. * Cultivate current client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation and referring clients to FCs for additional solutions. * Analyze and evaluate client financial information to refine investment objectives and identify investment product solutions. * Support Core Portfolios clients as they call in for help on their accounts. * Maintain and update reports accurately. REQUIREMENTS * Bachelors degree or equivalent education/experience. * 3+ years of financial services industry experience and understanding of current regulatory requirements. * Extensive knowledge the securities industry and a wide variety of brokerage/banking products and services, especially professionally managed solutions. * Track record of developing, retaining, and expanding client relationships through excellent listening, written, and verbal communication skills. * Effective problem solving skills and experience presenting complex information and solutions to clients and prospects in a way that enables them to make informed investment decisions. * Comfortable setting priorities and initiating action while working collaboratively within a team environment. BENEFITS We offer a competitive and comprehensive benefits package. Please visit https://etradecareers.com/why-work-at-etrade/employee-benefits to learn more about the opportunities. ETRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law. 1 day ago - save job - original job Apply On Company Site Other jobs you may like Dealer Account Specialist iboats.com - Taylorsville, UT 1 day ago Easily apply Account Specialist