Custody Ops Rep (Former Employee), Fort Worth – July 14, 2014
Cons: committed to desk all day
• Process Electronic Transfers (DRS IN/DRS OUT) • Process Certificate Scans • Make Outbound Calls to Obtain Information and Required Forms • Receive Inbound Calls from Clients, Investment Consultants, Representative and Branch Employees Regarding the Status of Clients’ Assets and Processes • User of DTC (Depository Trust Company), ISIS, AOM, Telnet, – more... Bosweb, Consolidated Desktop • Prepare 71 Reconciliation • Pull AWT Report – less
Investment Consultant (Current Employee), Northbrook, IL – May 29, 2014
• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis • Contact clients periodically to determine if there have been changes in their financial status • Devise purchase liquidation plans that include taxation priorities and retirement timelines • Explain and document for clients the – more... types of services that are to be provided, and the responsibilities to be taken • Explain to individuals and groups the details of assistance available • Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills – less
micromanaging about the execs and shareholders not employees
Education Sales Rep (Former Employee), Draper, UT – May 28, 2014
Cons: work environment, work load, management
with so many acquisitions, it never felt like anybody cared about what the front lines were going through. targets continuously rose while more work load put on our plates. good pay great benefits horrible environment.
Client Services (Former Employee), Omaha, NE – May 18, 2014
Pros: coffee, free food, co-workers
Cons: lack of providing proper training, managers not following the appropriate protocal, manipulation, nepotism
Answering client complaints reaching out to multiple departments for answers and resolutions. Experienced harsh treatment from other employees while researching. Managers not providing answers directed us to use resource desk or were not available. Had goals set from the LEAN Department providing numbers to upper management whether we were good or bad – more... at the job given. – less
Investment Consultant (Former Employee), Santa Barbara, CA – May 9, 2014
Pros: opportunity to make $ for beginners
Cons: you can't build a business of your own.
For a salesperson, TD is fine as first stop on your resume. Their military-style management will keep you organized and productive (or give you the boot). You will not own your book and must sign a non-compete agreement upon hire. All seems reasonable and fair until you realize your value - should you be especially good at raising assets or increasing – more... the wallet share of the accounts your assigned, and dream of owning your book and earning residuals on accumulated assets under management. Your production is zeroed out and you start from scratch each and every quarter. Branch and regional managers are under enormous pressure to hit quarterly numbers and regional managers will review your production regularly as well; you must increase your goals every quarter, no coasting. Should you exceed expectations in a previous quarter, it won't factor in your current quarter regardless of the reason. I was a top or near-top producer for 8-consecutive quarters before the '07 banking crisis hit and my subsequent failure to attain higher production numbers while the market plummeted resulted in my layoff (forced resignation). This is a very competitive industry and the general health of the economy will factor large in your job security. Be mindful of the duplicity a job with TD Ameritrade or virtually any firm in the financial industry presents when considering your career objectives. Assertive, entrepreneurial, critical thinkers will eventually be squeezed out or go independent. If you can genuinely put their interest over that of yours and your clients your chances of surviving more than 2-years will increase dramatically. That's just the way it is. Why sugar coat it. Bottom line: if you can work within a structured environment that is, above all else, profit-centered, TD Ameritrade is a good choice. – less
Incredible company that genuinely cares about it's employees
Sr. Manager, Payment Services (Current Employee), Omaha, NE – March 2, 2014
TD Ameritrade has taken great strides to become a premier employer of choice. New Omaha facilities are fantastic. Benefit program and employee incentives are top notch. The people and culture make it a very desirable company.
Senior Business Analyst (Current Employee), Jersey City, NJ – February 27, 2014
Work environment that challenges one to deliver a better product. Emphasis on design and creativity in a culture that fosters collaboration. Engaged senior management communicates effectively with associates.
Investor Services Intern (Former Employee), Bellevue, NE – November 18, 2013
I worked the two month investor services intern back in 2009. Good money and good hours for someone in college. Unfortunately, they didn't have part time regular jobs; they wanted to interview me after the internship for a regular job, but there is just no way I could work 40 hours and go to school full time. Everyone was friendly, mentors were great, – more... coffee was awesome! – less