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Fixed Income Service Specialist - Southlake, TX; San Diego,

Company: Td Ameritrade
Location: Great Falls
Posted on: August 6, 2019

Job Description:

The Fixed Income Service Specialist will assist with inbound service calls related to Fixed Income. This role will also be responsible for electronic communications, Chat communications, and Treasury trades and inquiries. Service Specialist will make outbound calls to resolve trade issues for cancellation and credit or margin risk research.RESPONSIBILITIES:- Inbound client calls regarding Fixed Income- Internal calls from Service with FI Questions- Outbound client calls regarding trade issue (ie cancelled trades, blue skys)- Outbound client calls from Salesforce triggers (ie click triggers, order page, etc)- Provide client education to our Fixed Income Sales teams value- Ask probing questions to identify additional Fixed Income Sales opportunities- Inbound calls from clients or services requesting to place treasury trade- Address cancel treasury trades- Cover any/all disclosure and required documentation of treasury trades- Assist research with existing treasury trades- Update suitability and follow compliance/regulatory requirements- Review and respond to all Kana Inquiries- Outbound call to client if needed to get more clarification or resolve the Kana appropriately- Route Kana's accordingly if necessary to resolve other issue- Work with other departments to address kana responses as needed- Remain active in the Live chat to resolve internal needs- Provide client response or direct the rep to transfer the client to appropriate queue- Take ownership of any non-sales client issues that should be addressed by our team- Follow up with client and rep, if necessary

Keywords: Td Ameritrade, Great Falls , Fixed Income Service Specialist - Southlake, TX; San Diego,, Other , Great Falls, Montana

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