GreatFallsRecruiter
the smart solution for Great Falls jobs

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

Company: Td Ameritrade
Location: Great Falls
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, Great Falls , Current College Students - Client Service Specialist (Part-Time) - Beavercreek, OH, Other , Great Falls, Montana

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Universal Banker NMLS 1 - Main Branch - Great Falls, MT (Full-time / 30 hours)
Description: At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and (more...)
Company: US Bank
Location: Great Falls
Posted on: 01/14/2019

Military and Family Life Counselor - Child and Youth Behavioral Counselor
Description: Location: Great Falls, MT Date Posted: 01/04/2019 Category: Other Education: Masters Degree We are currently looking for a Child and Youth Behavioral Counselor to work within CDC surrounding Malmstrom (more...)
Company: JCS Military Support Services, Inc.
Location: Great Falls
Posted on: 01/20/2019

Part Time Online Tutor for Children
Description: Part Time Online Tutor for Children The Opportunity in Education: The future is here Join a fast growing community of elite educators who are teaching right from their home. As an independent contractor, (more...)
Company: VIPKID
Location: Great Falls
Posted on: 01/15/2019


Epileptologist - Neurologist
Description: Neurology opening in
Company: Benefis Health System
Location: Great Falls
Posted on: 01/20/2019

Current College Students - Stores Executive Intern - Little Rock, AR
Description: One of the world's leading and most recognized brands comes to life in our stores, where guests are still captivated by everything that made them fall in love with Target. Our approximately 1800 locations (more...)
Company: Target
Location: Great Falls
Posted on: 01/14/2019

Part Time Event Specialist ACO
Description: Part Time Event Specialist ACO Are you outgoing and enjoy interacting with people If promoting brand awareness through product demonstration sounds appealing, then our Part Time Job is the right fit (more...)
Company: Advantage Solutions
Location: Great Falls
Posted on: 01/15/2019

HR Personnel Assistant - Work From Home
Description: Job Duties: You will need to make outbound calls to jobseekers pertaining to joining our remote work-at-home job board to find employment. You will need to post classified job ads on a daily basis of (more...)
Company: Mommy Jobs Online
Location: Great Falls
Posted on: 01/16/2019

Current College Students - Part-Time Interface Designer with UI/UX Expertise
Description: Responsible for producing interactive
Company: BrawtaSports Network
Location: Great Falls
Posted on: 01/14/2019

Current College Students - Stores Executive Intern Inland Empire
Description: DESCRIPTION: br ABOUT US: br One of the world's leading and most recognized brands comes to life in our stores, where guests are still captivated by everything that made them fall in love with Target. (more...)
Company: Target
Location: Great Falls
Posted on: 01/11/2019

Work at home English Tutoring
Description: About Qkids br br Qkids is an interactive online teaching platform that connects English teachers to young language learners in real time with fun, user-friendly software. Founded in 2015, we are (more...)
Company: Qkids
Location: Great Falls
Posted on: 01/20/2019

Log In or Create An Account

Get the latest Montana jobs by following @recnetMT on Twitter!

Great Falls RSS job feeds