- Are you looking for an opportunity to be part of a dynamic team that plays a critical role in ensuring regulatory compliance and accurate tax reporting? Our U.S. Tax Operations team is responsible for managing all tax reporting obligations for the firm’s Wealth Management and Institutional clients, ensuring strict adherence to IRS regulations. As part of the Gain & Loss department, you will contribute to maintaining cost basis records and providing GAre you looking for an opportunity to be part of a dynamic team that plays a critical role in ensuring regulatory compliance and accurate tax reporting? Our U.S. Tax Operations team is responsible for managing all tax reporting obligations for the firm’s Wealth Management and Institutional clients, ensuring strict adherence to IRS regulations. As part of the Gain & Loss department, you will contribute to maintaining cost basis records and providing G
- Beneficiary Services is a specialized team within E*TRADE from company's designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from company's Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inhBeneficiary Services is a specialized team within E*TRADE from company's designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from company's Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inh
- Are you passionate about delivering exceptional client support during life’s most critical transitions? Our Beneficiary Services Team at E*TRADE is dedicated to guiding clients through the inheritance process with expertise and care. As a Beneficiary Services Specialist, you’ll play a key role in managing asset transitions, serving as a trusted expert for Wealth Management Clients, Financial Advisors, and internal teams. You'll collaborate closAre you passionate about delivering exceptional client support during life’s most critical transitions? Our Beneficiary Services Team at E*TRADE is dedicated to guiding clients through the inheritance process with expertise and care. As a Beneficiary Services Specialist, you’ll play a key role in managing asset transitions, serving as a trusted expert for Wealth Management Clients, Financial Advisors, and internal teams. You'll collaborate clos
