Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Investor Services Apprentice (Intern) - Westlake, TX

Modis

Investor Services Apprentice (Intern) - Westlake, TX

Roanoke, TX
Internship
Paid
  • Responsibilities

    Job Description

    LOOKING FOR A NEW OPPORTUNITY? THIS IS A CONTRACT ROLE (A GREAT WAY TO GET YOUR FOOT IN THE DOOR) WITH A FINANCIAL COMPANY RANKED AS ONE OF THE TOP PLACES TO WORK IN THE U.S.!

     

     

    FALL/SPRING INTERNSHIP

    This is a paid opportunity that begins on September 13, 2021 and extends until May 6, 2022. Note that the program extends over both Winter and Spring break periods (although some time-off requests will be considered for exceptions).

    There are four shift options:

    ·         Monday – Friday = 8 AM – Noon

    ·         Monday – Thursday 12:30 – 4:30 PM & Friday 11 AM – 3 PM

    ·         Monday & Wednesday 8 AM – 4:30 PM, and Friday 8 AM – Noon

    ·         Tuesday & Thursday 8 AM – 4:30 PM, and Friday 11 AM – 3 PM

    This position is a great entry level opportunity for students with more than one semester remaining before graduation to gain exposure to the brokerage industry with potential for full time employment upon graduation.  While this program is within the Finance industry, students of all backgrounds will be considered.  The primary skills needed are an open-mind to new experiences, a passion for helping others, a desire to exceed client service expectations, and an interest in learning more about the Financial Services industry.

    As an Investor Services Apprentice, you will gain a meaningful understanding of multiple aspects of the Financial Services industry.  Our program is designed to show you TD Ameritrade CAREERS – Collaboration, Academic knowledge, Real-world Education & Experience, Roundtables & Shadowing.

    ·         Collaboration

    As a member of a high-caliber team, you will work together throughout the academic school year. The program Capstone is a group case-study project and Final presentation(s) to Senior Management.

     

    ·         Academic knowledge

    In addition to the training you’ll receive to learn how to exceed the expectations of TD Ameritrade clients, you will receive financial knowledge to help with your own investing.

     

    ·         Real-world Experience & Education You will not only receive the training necessary to assist TD Ameritrade clients, you will also apply what you learned in a real-world setting by assisting TD Ameritrade clients via phone, and potentially assist with other real-world situations as well. You will also receive personal/professional development opportunities.

     

    ·         Roundtables & Shadowing Your learning experience is highlighted by roundtable interactions with multiple leaders and business partners, as well as the opportunity to shadow and learn about many departments at TD Ameritrade - including equity and options trading, client service, sales, brokerage clearing, and various other supporting segments of TD Ameritrade.

     

    With our CAREERS approach, you will have the chance to truly see a ‘Day in the Life of’ a TD Ameritrade associate. ‘Learn a ton, while you have some fun.’

    Responsibilities:

    ·         Provide direct, real-time support to TD Ameritrade clients via inbound phone calls in a fast-paced, market-sensitive environment.

    ·        Demonstrate a sense of urgency and commitment to providing the highest level of client service

    ·        Communicate clearly and professionally with clients, associates, mentors, and management through both verbal and written correspondence

    ·         Work as a member of a high-caliber team to solve problems

    Requirements:

    ·        This position is open to incoming Juniors, and Seniors.  (Exceptions may be considered for high-performing Sophomores.)

    ·        All majors will be considered if student can demonstrate a strong desire to work in a Client Service environment and learn more about the Financial Services industry

    ·        Two years of experience working in a service-oriented role is a plus, but not required

    ·        An understanding of basic Internet operations and knowledge of Windows based programs which require intermediate computer skills

    ·        Ability to quickly assimilate and understand computer systems and applications

    ·        Ability to make decisions and operate efficiently in a fast-paced environment

    ·        Ability to perform multiple tasks and efficiently organize work

    Company Description

    Our focus is on developing a diverse team of people who want to excel. At Modis, we offer careers that span countless domains, projects and challenges across IT, Engineering and Life Sciences. We expect our people to be ambitious. That’s why we entrust them with responsibility, and encourage every colleague to apply their learnings from one discipline to another, so we can innovate together and unlock new ways of working. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/ The Company will consider qualified applicants with arrest and conviction records.