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.
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Client Service Specialist - Boca Raton, FL (ES)
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 services 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.
Role:
You will be responsible for providing excellent client service to clients by researching and resolving basic account questions.
Responsibilities:
provide assistance to walk-in clients
generate leads
coordinate client events
process data reporting Experience:
Requirements:
Bachelor's degree or equivalent work experience and 18 months direct client contact
Series 7 and 66 preferred (must pass license examinations within 6 months of hire)
Excellent communication and computer skills, including MS Word, Excel & PowerPoint
A basic understanding of brokerage rules and regulations is required
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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