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Retail Trading Concierge Representative

Quick Facts

Chicago, Illinois ID# 2018-19783 Regular Full-Time Support Level

Role:

This is an exciting opportunity to transform lives and investing for the better by providing world-class service and support to our trader clients.

 

We are a leading provider of investing technology and education, enabling traders to build and execute their investing strategies and processing more trades day to day than any other financial services firm.

 

This is where you come in!  The Retail Trading Concierge Rep provides white-glove service to our trader clients.  This could include responding to inbound calls and chats and making outbound calls to clients.  Topics will range from transfers, option and margin approvals, new account setup and questions, account maintenance and general trading.

 

All of this takes place in a fast-paced, high-energy, extremely collaborative and market-sensitive environment.

 

Location:

Our Chicago HQ is located on the Chicago river at 600 W. Chicago Ave in the “Groupon building”, which is a renovated warehouse… not your typical corporate office setting.  We’re a few minutes from the Red, Brown and Purple Line Chicago Metra/CTA stations with an outstanding view of the Chicago river.  We offer a free shuttle service to Union Station and Oglivie and catered lunches each day.  With approx. 300 associates in this location, associates get to experience working for an industry leader with highly engaged co-workers within a close-knit office.

Responsibilities:

The Trading Reps on the Concierge team help grow our business by providing extraordinary service to our clients, living our values each day and working as a creative and proactive member of the team.  More specifically, our team members are…

  • Client Focused
    • Research and solve unique trading/non-trading issues to provide personalized, best in class service, often working with several clients at a time
  • Values Driven
    • Demonstrate our core values by providing a client experience that exceeds expectations
  • Creative Subject Matter Experts
    • Leverage your creative thinking, collaboration and problem solving skills to determine the root cause and most appropriate solutions to complex inquiries
    • Deliver real-time explanation and context for organizational policies, procedures and system usage
    • Educate clients on market best practices, efficient order execution and complex product characteristics - empower clients as self-directed traders
  • Platform Experts
    • Process non-solicited equity and option orders in self-directed brokerage accounts
    • Master and teach clients how to use the firm’s trading platforms such as thinkorswim and Mobile Trade
  • Collaborate
    • Serve as consultant and resource to other TD Ameritrade service teams on various matters related to the markets, equities and derivatives trading
    • Leverage industry knowledge and platform expertise to send well-positioned business leads to our Trading Solutions partners

Requirements:

  • High School Diploma or Equivalent
  • BA/BS with 1 - 2 years client service experience preferred
  • Position requires a strong sense of urgency and confidence in one’s ability to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm
  • Superior communication skills (verbal and written) and the ability to work on cross functional teams and interact with all levels of management
  • Strong analytical, organizational, and problem solving/decision making skills
  • Understanding of the brokerage business, must keep current with products, services, features and benefits to include industry and market developments
  • Series 7, 63 (or equivalent) with registration in all 50 states, or the capability to acquire them within the prescribed training plan upon hire
  • Military education and experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2019 TD Ameritrade IP Company, Inc.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 10,000 Full-time
    Employees

    Graphic 2 people
  • 350+Branches
    in 49 States

    Graphic 2 people
  • 18,380 Hours Volunteered to
    Community Programs in 2017

    Graphic 2 people