Why We're Hiring (Purpose of the Role)
The E*TRADE Client Experience team is seeking an Analyst to provide dedicated operational support for CX led events and initiatives. This role ensures strong financial discipline, accurate tracking, and reliable reporting across CX event activity by supporting budget management, expense reporting, and Salesforce event tracking. The Analyst enables CX leaders to execute events efficiently, meet governance requirements, and maintain transparency into spending and outcomes.

Role Overview
This role partners closely with CX Team to manage the operational components of CX events. The Analyst owns day to day tracking of event spend, expenses, and system records, ensuring data accuracy, timely reporting, and adherence to firm policies. This is a detail oriented, execution focused role suited for someone who thrives in structured processes, works comfortably across systems, and supports leaders with explicit, reliable information.
Example Deliverables (What This Person Will Produce)
> CX budget trackers and spend vs. plan summaries
> Expense reports,



accrual submissions, and reconciliation support
> Salesforce event records with complete and consistent data fields
> Monthly and quarterly reporting on CX event spend and activity
> Leadership ready summaries highlighting variances, risks, and trends

Key Responsibilities
A. Core Responsibilities - CX Events Support
> Support management of the E*TRADE CX Events team budget, including tracking spend versus plan and identifying variances.
> Prepare, submit, and track expense reports, accruals, and supporting documentation in alignment with Finance and firm policies.
> Maintain, update, and audit Salesforce event tracking for CX programs, ensuring accuracy, consistency, and completeness across required fields.
> Produce recurring and ad hoc reporting for CX leadership on budget status, expenses, and event performance.
> Partner with CX Event Team, Finance, and Marketing Operations teams to reso

📌 CX Team (Mumbai)
🏢 Morgan Stanley
📍 Mumbai