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Quote and Authorization Representative (DU): TD Ameritrade

Job IDtdam-00005305
Company NameTD Ameritrade
Job CategoryCustomer Service; Accounting/Finance
LocationBellevue, NE
Position TypeFull-Time, Employee
Experience5-10 Years Experience
Date PostedNovember 11, 2009 (Reposted Nov 26)

TD AMERITRADE associates are at the heart of everything we do!

TD AMERITRADE Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that furthers the Independent Spirit of individual investors. The Company's full spectrum of services include a leading active trader program and long-term investor solutions, including a national branch system, as well as relationships with one of the largest networks of independent registered investment advisors.

TD AMERITRADE is an Equal Opportunity Employer. We value diversity and offer a quality workplace.



Gain Insight - TD AMERITRADE On TVAccolades & Awards



Quote and Authorization Representative (DU)

Job Description:
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
The Associate may be requested to perform additional duties as may be assigned from time to time

Experience:
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.












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