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Client Services Specialist
| Details |
Country: USA
Location: CA Cupertino
Total applied: 22
Relevant Work Experience: 1+ to 2 Years
Career Level: Entry Level
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
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Client Services Specialist
Client Services Specialist
TD Ameritrade Holding Corp., through its brokerage subsidiaries, is a leading global online financial services firm. We provide investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis and we are seeking a Client Services Specialist for our Cupertino, CA Branch.
You will be responsible for providing excellent client service to clients by researching and resolving basic account questions. You will also provide assistance to walk-in clients, generate leads, coordinate client events and process data reporting.
The ideal candidate will have a Bachelor's degree or equivalent work experience and 18 months direct client contact. Excellent communication and computer skills, including MS Word, Excel & PowerPoint, along with a basic understanding of brokerage rules and regulations is required.
We offer a competitive salary, bonus and incentives as well as a comprehensive benefits program that includes medical, dental, and 401(k).
Qualified candidates should contact:
TD Ameritrade
Ming Lo, Branch Manager
19240 Stevens Creek Boulevard
Cupertino, CA 95014
Fax: 408-342-1469
No phone calls please.
EOE M/F/D/V
KEY WORDS: Brokerage, Financial
TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank. TD AMERITRADE, Inc., member NASD/SIPC.
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Financial Services 
