Client Service Specialist - Cottonwood Heights, UT
Company: Careerbuilder-US
Location: Woods Cross
Posted on: January 26, 2023
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Job Description:
Position Type: RegularYour OpportunityThe 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.------ -What you are good atResponsible for
the day-to-day operations and administrative functions of the
branch. -Work with Branch Manager and Financial Consultants to
communicate solutions either directly or indirectly with clients.
-Identify and refer lead opportunities to Financial 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. -Adheres to all compliance/risk
procedures and follows corporate and industry protocols. -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.--- -Research and resolution of complex client
inquiries via phone, cases, and chat -What you haveWhile licensing
is preferred, it is not required for this role, TD Ameritrade will
support employees in this role in obtaining and/or holding the
Series 7 and 63/66 licenses -1 year of Client/Customer Service
experience preferred -Demonstrated experience handling client needs
with tact and diplomacy - -Outstanding written and oral
communication skills - -Ability to work independently and
effectively as part of a team, while handling multiple tasks and
responsibilities simultaneously - -Ability to manage multiple
client situations, needs and inquiries simultaneously - -Ability to
build and maintain good cross-enterprise working relationships
-Basic understanding of brokerage regulations and rules that govern
client accounts preferred -May be asked to become a Notary -Why
work for us?Own Your Tomorrow embodies everything we do! We are
committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.Benefits:A competitive
and flexible package designed to empower you for today and
tomorrow. We offer a competitive and flexible package designed to
help you make the most of your life at work and at home-today and
in the future. Explore .Schwab is committed to building a diverse
and inclusive workplace where everyone feels valued. As an Equal
Opportunity Employer, our policy is to provide equal employment
opportunities to all employees and applicants without regard to any
status that is protected by law. Please click to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .TD Ameritrade, a subsidiary of Charles
Schwab, is an Equal Opportunity Employer. At TD Ameritrade we
believe People Matter. We value diversity and believe that it goes
beyond all protected classes, thoughts, ideas, and
perspectives.SDL2017
Keywords: Careerbuilder-US, Salt Lake City , Client Service Specialist - Cottonwood Heights, UT, Other , Woods Cross, Utah
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