CharlestonWVRecruiter
the smart solution for Charleston jobs

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

Company: Td Ameritrade
Location: Charleston
Posted on: October 10, 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


Law Enforcement Transcriber - Crimes Against Youth
Description: Mommy Jobs Online is recruiting individuals who can transcribe audio content of criminal investigations. We are looking for a dedicated pool of contractors who can consistently complete 40-60 audio minutes (more...)
Company: Mommy Jobs Online
Location: Huntington
Posted on: 10/19/2018

Current College Students - Part-Time Interface Designer with UI/UX Expertise
Description: Responsible for producing interactive
Company: BrawtaSports Network
Location: Huntington
Posted on: 10/20/2018

Professional Landscapers - Grow Your Business With HomeAdvisor (Charle
Description: Professional Landscapers - Grow Your Business With HomeAdvisor Charle Over 25 million homeowners
Company: HomeAdvisor
Location: Charleston
Posted on: 10/18/2018


Seeking Professionals Who Are Looking To Work From Home
Description: Currently we are interviewing professional individuals to join our award winning team. This is a solid Health Benefits
Company: Career At Home
Location: Charleston
Posted on: 10/17/2018

Now Interviewing-Work From Home
Description: We are actively searching for highly motivated individuals to work individually yet as a team player
Company: Sharp Career Division
Location: Huntington
Posted on: 10/20/2018

Guard 2 - BHHF/Sharpe - Lewis Co.
Description: DESCRIPTION Department of Health and Human Resources DHHR / Bureau for Behavioral Health and Health Facilities BHHF / William R. Sharpe, Jr. Hospital / Lewis County Responsible for conducting daily (more...)
Company: State of West Virginia
Location: Charleston
Posted on: 10/19/2018

F/T - P/T Reps Wanted
Description: Be part of a Health Benefit Discount company and assist people to save on their Healthcare needs
Company: IBO Benefits
Location: Charleston
Posted on: 10/17/2018

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: Huntington
Posted on: 10/17/2018

Current College Students - Customer Development Internship - Unilever Food Solutions
Description: WHO YOU ARE WHAT YOU'LL DO br br As an intern in Food Solutions Customer Development, you will have the opportunity to work with cross functional teams to deliver an impactful
Company: Unilever
Location: Charleston
Posted on: 10/18/2018

Scheduling Interviews! Work at Home Opportunity.
Description: Are you are wanting to have more freedom, Be your Own Boss, Help others succeed and Live better lives, have better health. Do you want to stop having to deal with the traffic in the morning/evening, being (more...)
Company: Ameriplan
Location: Charleston
Posted on: 10/19/2018

Log In or Create An Account

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

Charleston RSS job feeds