TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and to individual investors.
Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.
ROLES:
- Direct client interface through the reception of inbound calls related to account information, and other general Client Services issues
- Answer general information questions, assist clients with inquiries regarding their accounts and facilitate the processing of client requests
RESPONSIBILITES:
- Provide responsive and accurate client service via the telephone regarding general account management and activity issues
- Participate in other critical company functional areas as required. This could encompass responding to electronic inquiries, clearing functions, trading and new account development issues.
- Possess a working knowledge of technology and be able to operate in an environment requiring intermediate computer skills
- Provide input and recommendations for process improvement as it regards current policy and procedures
- This is a seasonal position supporting inbound clients
REQUIREMENTS:
- College degree preferred but not required
- Outstanding communication, listening and analytical skills
- Minimum of two years client service experience preferred
- Candidate must display strong organizational and problem solving skills. The individual must be able to handle high-pressure situations while making accurate judgment decisions.
- General knowledge of Windows based computer systems
- Knowledge of the securities rules and regulations is a plus
- Individual must be confident and competent in complying with TD AMERITRADE’s policies and procedures
- General knowledge of the securities industry
- General account management skills
- Understand the basic principles of equity, option and mutual fund transactions
- Note: The Associate may be requested to perform additional duties as may be assigned from time to time
TD AMERITRADE is an Equal Opportunity Employer. We value diversity and offer a quality workplace.
1Forbes award information available at www.forbes.com/platinum. TD AMERITRADE, Inc., member FINRA/SIPC is a subsidiary of TD AMERITRADE Holding Corporation. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank. Used with permission.
