TD Ameritrade Client Services Specialist (Part-Time) – Des Peres, MO in Chesterfield, Missouri
This part-time Client Service Specialist position provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact and brand ambassador with responsibilities to greet and assist our valued clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals. Licensing is not required for this role but TD Ameritrade may consider holding Series 7 & 66 for experienced candidates. This is a part-time position will average 20 hours per week (between 8:30am to 5pm, Monday thru Friday).
Responsible for the day-to-day operations and administrative functions of the branch.
Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients.
Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants
Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
Adhere to all compliance/risk procedures and follow corporate and industry protocols.
Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.
Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
Participate in projects to improve processes and enhance the client experience
Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.
Excellent communication and computer skills, including MS Word, Excel, and Powerpoint.
Research and resolution of complex client inquiries via phone, cases, and chat
Excellent interpersonal and organizational skills; Strong attention to detail.
Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.
Ability to work in a highly autonomous environment
Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.
Must demonstrate a positive and professional image at all times.
1-2 years of customer service and/or sales experience preferred.
High School dipoloma required
4 years college degree preferred but not required
Military education or experience may be considered in lieu of civilian requirements.
TD Ameritrade is an equal opportunity employer. At TD Ameritrade we believe that people matter. We value diversity and believe that it transcends race, national origin, age, marital status, gender identity / expression, sexual orientation, citizenship status, service in the armed forces, disability, thoughts, ideas and perspectives. Our commitment to building an inclusive culture is aimed at attracting and retaining diverse talent, clients and shareholders to the firm. It's a belief that's core to the success of our organization.