Industry: Financial Services
Employment Type: Contractor
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
Full Job Description
Join Our Team as a Customer Career Consultant
At TD Ameritrade, we are committed to empowering investors and providing them with the tools to take control of their financial futures. As a leading online broker and a trusted partner for investors, we pride ourselves on offering top-tier customer service and educational resources. Our team is at the heart of our culture and our promise to our clients. We are excited to announce a new opportunity for a Customer Career Consultant in our Omaha, Nebraska office. If you are passionate about customer service, finance, and helping clients achieve their goals, we want to hear from you!
About Us
Founded in 1971, TD Ameritrade has flat-out transformed the financial services industry, providing innovative trading solutions and unmatched service to millions of investors worldwide. With our history of excellence and expertise in diverse markets, we’ve built a strong reputation based on our commitment to client satisfaction and integrity. Our Omaha office is stocked with resources and talent eager to foster your customer career in a thriving and innovative environment.
Position Overview
The Customer Career Consultant will play a pivotal role in enhancing our customers’ experiences as they navigate their investment journeys. You will be responsible for providing exceptional support, education, and guidance, allowing clients to make informed decisions that align with their financial aspirations. This position requires a blend of financial understanding, communication skills, and a genuine passion for helping clients.
Key Responsibilities
- Act as the primary point of contact for clients, addressing questions and concerns promptly throughout the investment process.
- Assist clients in understanding various investment products, services, and account functionalities.
- Provide tailored financial advice based on client profiles and investment goals.
- Educate clients on market trends, investment strategies, and risks associated with trading.
- Leverage feedback from client interactions to help improve processes, services, and customer retention.
- Collaborate with internal teams to resolve complex client issues effectively.
- Maintain a professional and empathetic demeanor to foster strong client relationships.
- Continuously enhance your finance and investment knowledge to provide clients with the best solutions.
Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field.
- A minimum of 2 years of experience in customer service, preferably in the financial services or investment industry.
- Strong understanding of investment products, markets, and economic principles.
- Excellent communication and interpersonal skills with the ability to build rapport with clients.
- Proficient in using customer relationship management (CRM) software and basic financial analysis tools.
- Strong problem-solving skills and attention to detail.
- A proactive and positive attitude, with a desire to help clients succeed.
Why Work at TD Ameritrade?
Join an industry leader where you can influence positive change and advocate for client success on a daily basis. At TD Ameritrade, we care about our employees and understand the importance of work-life balance. Our comprehensive benefits package is designed to support your professional and personal growth:
- Generous salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) plan with company match.
- Continuous education and professional development opportunities.
- Flexible work schedules and remote working options.
- Access to wellness programs and employee assistance services.
- A vibrant team culture and enthusiastic workplace environment.
How to Apply
If you are ready to embark on a rewarding journey in a customer career that allows you to make a significant impact on clients’ financial futures, submit your application today! At TD Ameritrade, we are looking for passionate individuals who are dedicated to client success and eager to grow their careers in the financial services industry.
Conclusion
Becoming a Customer Career Consultant at TD Ameritrade presents a unique opportunity to leverage your passion for finance and customer service into a fulfilling career. If you aim to be part of a team that prioritizes client trust and satisfaction and fosters professional growth, we can’t wait to meet you!
