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Client Service Specialist - Orange Village, OH

Company: Careerbuilder-US
Location: Chagrin Falls
Posted on: January 26, 2023

Job Description:

Position Type: Regular Your 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 wi th 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 .Adhere s to all compliance/risk procedures and follow s 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 experiencePerform 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 chatWhat 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 licenses1 year of Client/Customer Service experience preferredDemonstrated experience handling client needs with tact and diplomacyOutstanding written and oral communication skillsAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyAbility to manage multiple client situations, needs and inquiries simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsBasic understanding of brokerage regulations and rules that govern client accounts preferredMay be asked to become a NotaryWhy 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 further .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 here 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 800-275-1281 .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.

Keywords: Careerbuilder-US, Cleveland , Client Service Specialist - Orange Village, OH, Other , Chagrin Falls, Ohio

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