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Bilingual (Mandarin) - Client Account Representative - St. Louis, MO

Quick Facts

St. Louis, Missouri ID# 2017-13390 Regular Full-Time Support Level

Role:

The Client Account Services department is responsible for opening new accounts and updating existing accounts.  Within Client Account Services,  The Rep CAS role is primarily focused on client communications and will also process items in queue.  Processing work is primarily available via image workflow system (ISIS) and Salesforce is utilized for expedite cases.  Communications with client are done via inbound and outbound phone calls and email correspondence (KANA).

Responsibilities:

  • Support clients and business partners via inbound phones with questions related to new account opening, account maintenance,      
  • Processing of client requests routed via fax, mail, and email through the imaging workflow system:
  • This may include:New Account Opening / Resolution, Account Closures, Account Registration Changes, Pin/Password Changes, Forms Routing / Indexing
  • Expedite Processing Requests    
  • Process changes to client accounts resulting from periodic exception reporting. This may include: Change of Address, Account Closures, Office Code Changes / Mirrors, Ad Hoc Account Cleanup Efforts      
  • Support Lean/Better Way methodologies to ensure efficient handling of client requests.
  • Participate in projects and initiatives of varying scope and duration as directed by the business.
  • Business testing to ensure new systems and functionality get implemented on schedule and according to requirements.
  • Learn additional duties within the CAS organization to enable efficient deployment of associates to address seasonal volume changes.      

Requirements:

  • High School Diploma or Equivalent
  • 4 Year College Degree in Business, Finance, or Accounting preferred
  • 2-3 total experience
  • Bi-lingual candidates fluent in Mandarin, Cantonese and Spanish
  • TD Ameritrade systems knowledge, specifically core / client onboarding systems
  • MicroSoft Office
  • Effective self-starter
  • Ability to handle multiple tasks simultaneously, prioritize, and complete them in a fast paced environment
  • Ability to learn, apply and retain new information and skills quickly
  • Ability to display professionalism across all settings
  • Superior interpersonal communication skills (verbal and written) and the ability to work on cross functional teams and interact with all levels of management
  • Ability to solve problems quickly
  • Ability to produce high quality work and meet deadlines
  • Ability to anticipate business needs for internal and external clients
  • Ability to identify and communicate process improvement opportunities in a fast paced environment
  • Ability to organize, prioritize, and share work responsibilities as needed to manage and ensure the successful completion of client requests within agreed-upon service levels
  • Strong analytical, organizational, and problem solving/decision making skills
  • Proven ability to work effectively in a team setting as well as independently with minimal supervision

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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.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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