ROLE:

Here at TD Ameritrade, everything we do is centered around our Core Values and our mission to be the better investment firm for today's investor. PEOPLE MATTER means we value and welcome diversity and want to inspire one another to reach our full potential. Being CLIENT DRIVEN ensures we anticipate what our clients value and need. INTEGRITY & TRUST is making sure we're honest, trustworthy and accountable for our actions. OPENNESS & COLLABORATION ensures we share information and inspire and challenge one another to be better. MEANINGFUL INNOVATION means we apply new ideas, methods, and use tools to uncover and seize opportunities that create lasting value for our organization and those we serve.

As a Relationship Manager, you will help drive our industry-leading service culture by:

• Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations and resolve service issues
• Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology, etc, and our advisors and clients
• Educating advisors and clients on processes, services, and procedures of the TD Ameritrade platforms
• Working together with our clients to problem solve and create a positive client experience
• Communicating and listening to create lasting business relationships

At TD Ameritrade we believe our associates are the heart of our business. As a Relationship Manager you will:

• Participate in a training program developed to equip you with the knowledge and confidence needed to succeed
• Gain financial services and RIA knowledge
• Develop and nurture business to business relationships
• Be provided with company-sponsored training to obtain the Series 7 and
• Series 63 licenses

What you will bring:

• An eagerness to learn and stay current on RIA industry trends through an interest in new technologies, demographic shifts, industry regulations and practice management topics.
• 2-3 years of demonstrated transferable customer service or relationship management skills
• Outstanding communication and listening skills
• Demonstrated ability and desire to prospect and nurture relationships and creatively provide solutions
• Bachelor's degree or equivalent work experience
• Series 7 & 63 licenses preferred or must be obtained according to the company licensing policy

Learn more about our Competitive Total Rewards and how we value Diversity.

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.

We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.