Client Service Specialist - Portland, OR
Company: Careerbuilder-US
Location: Portland
Posted on: January 26, 2023
Job Description:
Position Type: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 at
- Responsible 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 have
- While 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.
Keywords: Careerbuilder-US, Portland , Client Service Specialist - Portland, OR, Other , Portland, Oregon
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