17 days old

Client Service Specialist - Birmingham, AL

TD Ameritrade
Birmingham, AL 35203

Role:

The 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.  

Requirements:

  • 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 judgement to mitigate risk for the firm.
  • 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.
  • Military education or experience may be considered in lieu of civilian requirements.

Categories

Posted: 2019-08-06 Expires: 2019-09-22

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Client Service Specialist - Birmingham, AL

TD Ameritrade
Birmingham, AL 35203

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast