GrandForksRecruiter
the smart solution for Grand Forks jobs

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

Company: Td Ameritrade
Location: Grand Forks
Posted on: January 4, 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, Grand Forks , Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH, Other , Grand Forks, North Dakota

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Premier Banker 1
Description: Job Description br At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. We re looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Fargo
Posted on: 01/22/2019

Current College Students - Part-Time Dog Walker (up to $1k/mo)
Description: Love dogs Join the largest network of dog walkers and sitters in the country
Company: Rover.com
Location: Fargo
Posted on: 01/20/2019

94M Radar Repairer
Description: Radar is the Army National Guard's eyes and ears, providing critical information officers need to make decisions that affect everyone in the field. The Radar Repairer is essential to communication operations, (more...)
Company: Army National Guard
Location: Grand Forks
Posted on: 01/19/2019


31B Military Police - Police Officer
Description: 31B Military Police - Police Officer Job ID: Job Views: 16 Location: GRAND FORKS, North Dakota, United States ZIP Code: 58201 Job Category: Military Police Posted: 11.15.2018 Age Requirements: Must be (more...)
Company: Army National Guard
Location: Grand Forks
Posted on: 01/19/2019

31B Military Police - Police Officer
Description: AGE REQUIREMENTS: Must be between the ages of 17 and 35 Have you ever dreamed of making an impact How about serving your community, State, and Nation As a Military Police Officer for the Employer, you'll (more...)
Company: Army National Guard
Location: Grand Forks
Posted on: 01/22/2019

Current College Students - Part-Time Dog Walker (up to $1k/mo)
Description: Love dogs Join the largest network of dog walkers and sitters in the country
Company: Rover.com
Location: Grand Forks
Posted on: 01/19/2019

Freelance Motion Graphics Designer for MediaZoo
Description: Founded in 2003 by a small team of senior BBC journalists and PR executives, Media Zoo has grown to over 60 people. br Media Zoo was established to help businesses communicate better with their customers, (more...)
Company: MediaZoo
Location: Fargo
Posted on: 01/22/2019

Work at Home Bilingual Customer Retention Expert (English / Spanish)
Description: Helping those in need is a way of life for us, and we are looking for more people to join our award winning customer service team. Work from the comfort of your home and enjoy the shortest commute ever (more...)
Company: Mommy Jobs Online
Location: Grand Forks
Posted on: 01/19/2019

Senior P&C Actuarial Officer - PR10740
Description: Exclusive search for Senior P C Actuarial Officer opening in choice of multiple locations: AL, AZ, CO,
Company: Pryor Personnel Agency, Inc.
Location: Fargo
Posted on: 01/22/2019

ENT - $40,000 Sign-on - Up to $550,000 per Year - Grand Forks ND (Phys
Description: Regional Aiport w/ Direct Flights to Denver, Las Vegas, Phoenix and Minneapolis Below you will find a brief description of our opportunity and corresponding community. If this is something you would like (more...)
Company: Elevate Healthcare Consultants
Location: Grand Forks
Posted on: 01/22/2019

Log In or Create An Account

Get the latest North Dakota jobs by following @recnetND on Twitter!

Grand Forks RSS job feeds