Job Title: Specialist,Business Devlpmt - Denver, CO
Job ID: 100339
Location: Colorado, Denver
Full/Part Time: Full-Time
Manager level: First Level Professional
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.
The Business Development Specialist at TD Ameritrade will assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals. In addition, the BDS will work collaboratively with fellow and colleagues in the branch to provide and ensure highest levels of service and positive experience to our clients. This position will contribute to team goals and client satisfaction targets.
Meet and/or exceed the designated targets on both a quarterly and annual basis across all facets of the TDA product and service platform
Partner with the branch team to achieve designated customer satisfaction goals (CSI)
Display a sense of urgency and focus toward results delivery, asset growth and retention
Identify, execute and follow-up on all opportunities to establish customer relationships including prospecting and lead utilization
Responsible for driving branch customer appointments and phone sale opportunities
Anticipates customer needs and concerns, and maintains knowledge of problems and issues facing the customer
Analyzes and interprets customers' financial circumstances and investment objectives in light of various factors. Advises customers on advantages and disadvantages of various investment products
Positions appropriate products -- through balanced presentations -- to each client's current needs and long term financial strategy
Demonstrates proficiency in the utilization of the TAOS contact management system, and is committed to the integrity and accuracy of all client information and data
Places high priority on client satisfaction, builds and cultivates long term client relationships
Provide and demonstrate solid portfolio planning skills and comprehensive industry and investment knowledge
Applies knowledge of products/services, customer needs, and technology to capitalize on opportunities
Understands the TDA business model, and uses that knowledge to optimize the relationship between the company and the customer
Proactively seeks opportunities to learn more about TDA's business and stays current with financial industry and market trends
Participate in projects to improve processes and enhance the client experience
Provides direct support to the Branch, assisting clients with account questions, issues, problem resolution, and escalations. Works with Investment Consultants to communicate solutions either directly or indirectly with clients
Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
Assists clients with check deposits, stock certificate deposits and paperwork. Responsible for timely and accurate record-keeping of all corresponding Branch blotters
Education Level preferred: 4 Year College Degree
Years Related Experience: 1-3
Years Total Experience: 2-5
Financial Services Experience
Financial Industry Knowledge
Excellent Communication Skills/Oral and Written
Prior Sales Experience
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.
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