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  • Posting Date Mar 25, 2013
  • Closing Date Apr 01, 2013
  • Contact Name Karen Larson
  • Salary N/A
  • Category Customer Service
  • Location Draper, Utah
  • Job Type Full-time
  • Years of Experience N/A
  • Industry N/A
Ad Number 217465
Member Since: Nov 2012
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    Client Services Specialist

    TD Ameritrade Draper, UT | Posted Mar 25, 2013

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    Job Description

    A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be. From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish. As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours. Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position. Role: Responsible for facilitating client use of Investools??? Education, i.e. answering questions, mitigating issues (correcting problems) regarding the client???s account, troubleshooting and resolving technical difficulties, and delivering an outstanding experience to Investools??? clients. Responsibilities: . Answer incoming phone, e-mail, and chat requests, striving for first-contact resolutions; address issues quickly, efficiently and in a friendly and professional manner . Help clients understand fundamental concepts of Investools Education . Troubleshoot and resolve client issues with Web site navigation, account entitlements, or technical difficulties . Proactively research complex issues and communicate with appropriate personnel for resolution . Log appropriate notes and details regarding troubleshooting steps taken, adjustments made to account access, and pertinent information regarding conversations or written exchanges with clients . Comply with departmental policies and procedures regarding how to properly handle Client Services requests . Proactively assist other team members with difficult client requests . Maintain proper electronic and timely tracking of time worked, including following established guidelines for requesting time off . Report issues regarding system availability, response times, or website functionality when necessary . Ensure Team Managers are apprised of issues or concerns as appropriate . Assess client needs, both stated and unstated, and refer opportunities to Education Sales department. . Perform other job related duties as assigned

    Relocation costs may be covered.


    . Above average ability to read, write, speak, and communicate clearly. . Good phone etiquette and professionalism . Knowledge of computer hardware and software operations, particularly Web browser and WebEx functionality and ability to troubleshoot. . Ability to learn and willingness to consistently use client tracking software such as SAP or Oracle . Strong attention to detail and ability to type 35 words per minute . Ability and desire to become proficient with Investools??? products and services as well as stock market terminology. . Team Mentality: Collaborates with other members of the team to support the entire company . Resilient: Able and willing to easily adjust to change . Problem Solving: Dedicated to researching and resolving issues, leading to highly satisfied Clients . Reconciliation: Ability to diffuse contentious situations and arrive at an appropriate solution High School Diploma or equivalent. Associate degree preferred. . Two years experience in a Service and Sales environment. . Call center experience preferred. . Working Conditions: Typical administrative office environment: phone/computer usage, talking and data input. Ability to sit for long periods and stand occasionally. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank. ?? 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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