Financial Services Trainee

  • TD Ameritrade
  • St. Louis, MO, USA
  • Nov 05, 2017
Full time Banking Finance

Job Description

Do you love helping others?Are you committed to doing the right thing?Are you interested in learning and increasing your financial knowledge and experience?Then this could be the role for you!We are seeking enthusiastic, curious, and motivated individuals to start their career journey in Financial services.Education requirements:College degree OR equivalent work experienceExperience requirements:Military experience may be substituted in lieu of education and/or experienceQualifications:We are looking for people who:Are motivated to learn about the securities industry, including the basic principles of equity, option and mutual fund transactionsHave the ability to create long-term client advocacy by building trust through providing superior serviceDisplay effective listening and communication skillsAre comfortable engaging in open-ended conversations with clients to identify needs and offer solutionsAre able to multitask while making accurate judgment decisions in an efficient mannerPossess a working knowledge of technology and be able to operate in an environment requiring intermediate computer skillsWill adhere to attendance and scheduling policiesResponsibilities:In this role you will:Contribute to our culture as a financial professional answering client inquiries in a fun, fast paced, and innovative contact center settingDelivering great client service when answering inbound phone callsHandle the hard stuff Take ownership and Tackle complex and challenging issues to resolve the clients needs.Help our clients grow - introducing clients to TD Ameritrade products and servicesHave a commitment to excellence provide reliable information to our clients regarding their accountsShare your ideas and your feedback to help identify opportunities that will make your experience betterIn return, we offer you:Paid training to obtain Series 7 and 63 licenses with registration in all required jurisdictionsTools that set a strong foundation for your career, along with opportunities to grow and developPerformance metrics tracking that makes sure great service is rewarded with bonusesOngoing coaching and support customized for youCompetitive health, wellness and insurance benefitsA fun, unique and truly collaborative, team-based environment where you can pursue your professional and personal goals
Associated topics: annuities, broker dealer, brokerage, derivatives, equity, fiduciary, invest, investor, purchase, stock