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Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH

Company: Td Ameritrade
Location: San Luis Obispo
Posted on: January 4, 2019

Job Description:

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).

- Responsible for the day-to-day operations and administrative functions of the branch.
- Work with Investment Consultants to communicate solutions either directly or indirectly with clients.
- Identify and refer lead opportunities to Investment 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, San Luis Obispo , Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH, Other , San Luis Obispo, California

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