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TD Ameritrade IP Company, Inc

Bilingual Chinese Mandarin/English Financial Services Trainee - St. Louis, MO - Military veterans preferred

TD Ameritrade IP Company, Inc - Saint Louis, MO

Do you love helping others?
Are you committed to doing the right thing?
Are you interested in learning and increasing your financial knowledge and experience?
Then this could be the role for you!
We are seeking enthusiastic, curious, and motivated individuals to start their career journey in Financial services. We\u2019ll even provide paid training for your Series 7 and 63 licenses. Why, you ask,\u2026 because we believe investing in our associates is essential for investing in our future. It provides opportunities for associates to move from this role to others that match their aspirations within TD Ameritrade, including departments like Sales, Operations, Marketing, Communications, and more.
Our commitment to helping you grow goes further than training. Your goals are just as important to us as they are to you. We offer a supportive environment, where we value the unique view every employee brings to our team.
Learn more about our vibrant, collaborative community, here:
As a Financial Services Trainee at TD Ameritrade, you can direct your career and be proud of the work you\u2019ll do. Keep reading below to see the ins and outs of the position, and if it sounds right for you, apply today.
\u201cJoining the TD Ameritrade team has been the best career decision I\u2019ve ever made. \u2026 A career in financial services is an exciting industry to be a part of. There is nothing that happens in the world that doesn\u2019t impact the financial markets in some way. And being part of such a dynamic industry is exciting.\u201d
\u2013 Carrie Braxdale, Head of Investor Services
In this role you will:

Contribute to our culture \u2013 as a financial professional answering client inquiries in a fun, fast paced, and innovative contact center setting
Delivering great client service when answering inbound phone calls
Handle the hard stuff \u2013 Take ownership and Tackle complex and challenging issues to\u00a0 resolve the client\u2019s needs.
Help our client\u2019s grow - introducing clients to TD Ameritrade products and services
Have a commitment to excellence \u2013 provide reliable information to our clients regarding their accounts
Share your ideas and your feedback to help identify opportunities that will make your experience better

In return, we offer you:\u00a0

Paid training to obtain Series 7 and 63 licenses with registration in all required jurisdictions
Tools that set a strong foundation for your career, along with opportunities to grow and develop
Performance metrics tracking that makes sure great service is rewarded with bonuses
Ongoing coaching and support customized for you
Competitive health, wellness and insurance benefits
A fun, unique and truly collaborative, team-based environment where you can pursue your professional and personal goals

We are looking for people who:

Must be fluent in Chinese Mandarin and English
Are motivated to learn about the securities industry, including the basic principles of equity, option and mutual fund transactions
Have the ability to create long-term client advocacy by building trust through providing superior service
Display effective listening and communication skills
Are comfortable engaging in open-ended conversations with clients to identify needs and offer solutions
Are able to multitask while making accurate judgment decisions in an efficient manner
Possess a working knowledge of technology and be able to operate in an environment requiring intermediate computer skills
Will adhere to attendance and scheduling policies
Have a college degree OR equivalent work experience
Military experience may be substituted in lieu of education and/or experience

Employee Referral ID:ISRP

8 days 9 hours ago

TD Ameritrade IP Company, Inc


Bilingual Chinese Mandarin/English Financial Services Trainee - St. Louis, MO - Military veterans preferred TD Ameritrade IP Company, Inc - Saint Louis, MO, United States


Location: Saint Louis, MO

Company Profile:
When the Securities and Exchange Commission eliminated the practice of fixed brokerage commissions on May 1, 1975, none of the major brokerage firms at the time thought anyone would ‘break ranks’ and offer discounted commissions. But, a handful of small firms, including First Omaha Securities, Inc., saw a unique opportunity. First Omaha Securities evolved into TD Ameritrade, and for over 35 years has remained a pioneer in an industry that continues to innovate new ways that make Wall Street more accessible to the individual investor. In the 1980s and 1990s, TD Ameritrade pioneered a number of ‘firsts,’ leveraging technology to make investing easier, faster, and more efficient. In 1988, the company was the first to offer touch-tone phone trading. And, in 1995 it acquired K. Aufhauser & Co., which was credited with executing the first online trade in 1994. Following its Initial Public Offering (IPO) in March 1997, the company combined its various brokerage units into one broker dealer, Ameritrade, Inc., and launched its first national advertising campaign, complete with a pricing philosophy that continues today.