NampaRecruiter
the smart solution for Nampa jobs

Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH

Company: Td Ameritrade
Location: Nampa
Posted on: January 8, 2019

Job Description:

The part-time Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients.---- 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.----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 that 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 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.

Keywords: Td Ameritrade, Nampa , Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH, Other , Nampa, Idaho

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Part-time Shopper - Groceries
Description: Every few years, a company emerges and transforms an industry. Instacart been leading the evolution of a 800B retail market, and redefining how people shop for groceries. In a few short years we've launched (more...)
Company: Instacart
Location: Nampa
Posted on: 01/24/2019

Part-time Shopper - Groceries
Description: Every few years, a company emerges and transforms an industry. Instacart been leading the evolution of a 800B retail market, and redefining how people shop for groceries. In a few short years we've launched (more...)
Company: Instacart
Location: Meridian
Posted on: 01/24/2019

Part-time Shopper
Description: Every few years, a company emerges and transforms an industry. Instacart been leading the evolution of a 800B retail market, and redefining how people shop for groceries. In a few short years we've launched (more...)
Company: Instacart
Location: Garden City
Posted on: 01/24/2019


Spanish Bilingual Tax Expert - CPA - Remote
Description: OverviewJoin Our Virtual Tax Network At Employer, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Boise
Posted on: 01/23/2019

Part-time Shopper
Description: Every few years, a company emerges and transforms an industry. Instacart been leading the evolution of a 800B retail market, and redefining how people shop for groceries. In a few short years we've launched (more...)
Company: Instacart
Location: Caldwell
Posted on: 01/24/2019

New Career Opportunity
Description: Start a new and exciting career today Become a Benefits Consultant with our 25 year old Company We have
Company: AP USA
Location: Nampa
Posted on: 01/24/2019

Lead Your Own Business ? Lucrative Commission + Bonuses + Renewals
Description: If you're exploring sales careers, you already know sales is the way to get ahead. You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that (more...)
Company: Platinum Supplemental Insurance
Location: Nampa
Posted on: 01/24/2019

Part-Time Delivery - Uber Eats
Description: Part-Time Delivery - Uber Eats Boise, ID 2854 C1-10131 Delivering with Uber is an easy way to earn money in your spare time. You sign up, deliver whenever it works for you, and get paid every week. Why (more...)
Company: Uber Eats
Location: Boise
Posted on: 01/24/2019

Part-time Shopper - Groceries
Description: Every few years, a company emerges and transforms an industry. Instacart been leading the evolution of a 800B retail market, and redefining how people shop for groceries. In a few short years we've launched (more...)
Company: Instacart
Location: Garden City
Posted on: 01/24/2019

Credentialed Bilingual Tax Advisor - CPA - Remote
Description: OverviewJoin Our Virtual Tax Network At Employer, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Boise
Posted on: 01/24/2019

Log In or Create An Account

Get the latest Idaho jobs by following @recnetID on Twitter!

Nampa RSS job feeds