Client Service Specialist Smithtown NY
TD Ameritrade - Smithtown, NY

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Job Description

Job Title: Client Service Specialist - Smithtown, NY
Job ID: 100497
Location: New York, Smithtown
Full/Part Time: Full-Time
Regular/Temporary: Regular
Manager level: Support Level

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.


You will be responsible for providing excellent client service to clients by researching and resolving basic account questions.

  • provide assistance to walk-in clients
  • generate leads
  • coordinate client events
  • process data reporting
  • Bachelor's degree or equivalent work experience and 18 months direct client contact
  • Series 7 and 66 preferred (must pass license examinations within 6 months of hire)
  • Excellent communication and computer skills, including MS Word, Excel & PowerPoint
  • A basic understanding of brokerage rules and regulations is required
TD Ameritrade participates in the E-Verify program for those states requiring E-Verify. 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. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

TD Ameritrade - 18 months ago - save job - block
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