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Current College Students - Client Service Specialist (Part-Time)

Company: Td Ameritrade
Location: Eau Claire
Posted on: March 18, 2019

Job Description:

ROLE:


The part-time Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in 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 that will average 20 hours per week (between 8:30am to 5pm, Monday thru Friday).

RESPONSIBILITIES:

- 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.

Keywords: Td Ameritrade, Eau Claire , Current College Students - Client Service Specialist (Part-Time), Other , Eau Claire, Wisconsin

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