Services Representative, Contract Services Representative, Contract …

TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Services Representative, Contract
Centralized Services Representative Team Contract Only California, San Diego/en-US/TDAmeritrade_careers/job/California-San-Diego/Centralized-Services-Representative-Team-Contract-Only_R-599/apply

Role:

Specialized in processing a specific type of transaction for clients in a Centralized service model. Transaction services (Transfers & Cash/Asset movements) for RIA clients. Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy.

Responsibilities:

  • Qualifies validated paperwork, activates and maintains advisors accounts
  • Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved
  • Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved
  • Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability
  • Deliver exceptional service and build rapport with our Advisors and their staff
  • Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner

Requirements:

  • 1+ years related experience
  • 2 -3 years total experience
  • Minimum of 1+ year of experience in Brokerage Operations or in Advisor Services required
  • Proficiency in Microsoft Word, Excel and Outlook required
  • Mastery experience in 1 back/middle office function (cash management, Transfers, New Accounts) required
  • Must be able to process work with a near perfect error ratio
  • 2 Year College Degree required
  • 4 Year College Degree preferred
  • Military education or experience may be considered in lieu of civilian requirements listed
Posted 15 Days AgoFull timeR-599 Were in the business of transforming lives and investing for the better. This is not a catchphrase, its our essence. Its a rally cry for everything we do, everything we say, everything we embody. This is the promise we make each day to positively impact our clients, our Associates, our communities, and our shareholders. Because change doesnt happen overnight. It happens in the daily high standards we set for ourselves and our role in the world. This purpose gives us a clear sense of responsibility. As a leadership brand, we utilize our assets, our scale and our people for a greater good.
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