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TD Ameritrade IP Company, Inc

Client Service Specialist - Northbrook, IL - Military veterans preferred

TD Ameritrade IP Company, Inc - Northbrook, IL


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The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients.\u00a0\u00a0 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.\u00a0\u00a0 Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.\u00a0\u00a0

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.\u00a0

Please consult your HR Business Partner; description is not listed in the system.

2 days 17 hours ago

TD Ameritrade IP Company, Inc

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Client Service Specialist - Northbrook, IL - Military veterans preferred TD Ameritrade IP Company, Inc - Northbrook, IL, United States

   

Location: Northbrook, IL

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.