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TD Ameritrade IP Company, Inc

Branch Sales Intern- Hickory, NC

TD Ameritrade IP Company, Inc - Hickory, NC

\u003Ch2\u003ERole:\u003C/h2\u003E\u003Cp\u003EThe Branch Sales Intern will work collaboratively with fellow colleagues in a TD Ameritrade branch to provide and ensure the highest level of service and positive experience for our clients. TD Ameritrade is looking for undergraduate students in several areas around the country who are pursuing their 4-year degree.\u00a0Applicants should have strong verbal and written communication skills with background and/or interest in customer service and/or sales. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone. \u00a0\u003Cbr\u003E The TDA internship has full-time summer work hours (prefer 40 hours per week, 8:30am to 5pm, Monday thru Friday) with potential opportunity for continued engagement with TDA on a part-time and/or consecutive year basis (20 hours per week, flexible with class schedule).\u00a0 \u003Cstrong\u003EThis internship is compensated at $15/hour.\u003C/strong\u003E\u003C/p\u003E\u003Cdiv class=\ats-intro\\u003E
\u003Cli\u003EProactively seeks opportunities to learn more about TDA's business and stays current with financial industry and market trends.\u003C/li\u003E
\u003Cli\u003EUtilization of the contact management system to track client information and data.\u003C/li\u003E
\u003Cli\u003EActs as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issue in cooperation with back office partners\u003C/li\u003E
\u003Cli\u003EAssists client with check deposits, stock certificate deposits and paperwork. Responsible for timely and accurate record-keeping of all corresponding Branch Logs\u003C/li\u003E
\u003Cli\u003EPartner with the branch team\u00a0 to achieve designated client Net Advocate Score (NAS)\u003C/li\u003E
\u003Cli\u003EPlaces high priority on client satisfaction, builds and cultivates long term client relationships\u003C/li\u003E
\u003Cli\u003EParticipate in projects to improve processes and enhance the client experience\u003C/li\u003E
\u003Cli\u003EAdhere to all compliance/risk procedures and follows corporate and industry protocols.\u003C/li\u003E
\u003Cli\u003EEnsure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.\u003C/li\u003E
\u003Cli\u003EAssist Branch Manager in performing daily key compliance and oversight activities for the branch.\u003C/li\u003E
\u003C/div\u003E\u003Cdiv class=\ats-qualifications\\u003E
\u003Cli\u003EEnrolled in an accredited Bachelor's Degree\u00a0 (industry related discipline preferred) with GPA of 3.0 or higher\u003C/li\u003E
\u003Cli\u003E1 year of Customer Service related experience preferred\u003C/li\u003E
\u003Cli\u003EPrior Sales Experience is beneficial\u003C/li\u003E
\u003Cli\u003EInterest and/or passion for development of financial services industry knowledge\u003C/li\u003E
\u003Cli\u003EInterest in pursuing sales career in financial services industry\u003C/li\u003E
\u003Cli\u003EStrong communications skills (written/verbal) and professionalism\u003C/li\u003E
\u003Cli\u003EAbility to multi-task and detail orientation\u003C/li\u003E
\u003Cli\u003EMilitary education or experience may be considered in lieu of civilian requirements\u003C/li\u003E
\u003C/div\u003E\u003Cimg src=\;sz=1x1;ord=0123456789;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=?\ border=\0\ width=\1\ height=\1\ alt=\Advertisement\\u003E,datePosted:2018-05-25,employmentType:FULL_TIME,industry:Sales/Sales Management,hiringOrganization:{@type:Organization,name:TD Ameritrade},identifier:{@type:PropertyValue,name:TD Ameritrade,value:2018-16748},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Hickory,addressRegion:NC,postalCode:28601}}}

19 days 1 hour ago

TD Ameritrade IP Company, Inc


Branch Sales Intern- Hickory, NC TD Ameritrade IP Company, Inc - Hickory, NC, United States


Location: Hickory, NC

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.