Description
The E*TRADE Client Experience Analyst will provide operational support for client experience events and initiatives by tracking budgets, expenses, accruals, and Salesforce event records; preparing financial and performance reports; reconciling data; supporting audits; and identifying opportunities to automate repetitive workflows. The role requires a bachelor's degree in a relevant field, 6 months to 2.5 years of experience in operations, finance support, program management, or a similar analyst role, strong Excel skills, and familiarity with financial data and systems-based tracking.
