CharlestonWVRecruiter
the smart solution for Charleston jobs

Client Service Specialist (Part-Time) - Charleston, WV

Company: Td Ameritrade
Location: Charleston
Posted on: September 15, 2018

Job Description:

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 judgment 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 diploma required 4 years college degree preferred but not required Military education or experience may be considered in lieu of civilian requirements.

Keywords: Td Ameritrade, Charleston, Client Service Specialist (Part-Time) - Charleston, WV, Other, Charleston, West Virginia

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Other Jobs


Client Service Specialist (Part-Time) - Charleston, WV
Description: 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 (more...)
Company: Td Ameritrade
Location: Charleston
Posted on: 09/15/2018

Loan Repayment Available in Kentucky
Description: Surgery-General opening in Charleston, West Virginia. This and other physician jobs brought to you by DocCafe.com A board certified or eligible general surgeon is needed for a 90 bed hospital. The ideal (more...)
Company: The Curare Group, Inc
Location: Charleston
Posted on: 09/13/2018

Scheduling Interviews - Work From Home
Description: We are actively searching for highly motivated individuals to work individually yet as a team player with
Company: Garcia Healthcare
Location: Huntington
Posted on: 09/19/2018


Professional Landscapers - Grow Your Business With HomeAdvisor (Huntin
Description: Professional Landscapers - Grow Your Business With HomeAdvisor Huntin Over 25 million homeowners
Company: HomeAdvisor
Location: Huntington
Posted on: 09/19/2018

Professional Landscapers - Grow Your Business With HomeAdvisor (Huntin
Description: Over 25 million homeowners have trusted HomeAdvisor to help them find quality professionals
Company: HomeAdvisor
Location: Huntington
Posted on: 09/17/2018

Professional Landscapers - Grow Your Business With HomeAdvisor (Charle
Description: Over 25 million homeowners have trusted HomeAdvisor to help them find quality professionals
Company: HomeAdvisor
Location: Charleston
Posted on: 09/11/2018

Real Estate Investing Program
Description: With Our EARN WHILE YOU LEARN PROGRAM New Investors can make 1k- 10k a month helping us spread our mission. We are a nationwide group of investors that enjoy bringing new people on board and
Company: Investment
Location: Huntington
Posted on: 09/10/2018

Work From Home (Charleston,WV)
Description: Kickstart Your Success In 90 Days Earn A Potential 1000 . Sign Up Today br Brands: Skin So Soft , Anew , Moisture Therapy , Clearskin br Work from home Work online Work anytime br Opportunity: (more...)
Company: Avon
Location: Charleston
Posted on: 09/14/2018

Unarmed Guard-On Call- Charleston WV with Security Clearance
Description: Description -- CHENEGA TOTAL ASSET PROTECTION, LLC -- Company Job Title: Unarmed Guard USCIS-- Chenega Job Title: Guard II SCA WD Labor Category: Guard II Clearance: Have or be able to obtain DHS T2 Location: (more...)
Company: Chenega Corporation
Location: Charleston
Posted on: 09/15/2018

HOT TRAN$FER LEAD$ sent to your phone LIVE! BIG BUCK$! No travel!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees. We ELIMINATE their fees entirely This can save your business owner
Company: Colorado Protection, LLC - zipCCfees
Location: Charleston
Posted on: 09/15/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest West Virginia jobs by following @recnetWV on Twitter!

Charleston RSS job feeds