Lloyd Tucker Email and Phone Number

Here at TD Ameritrade everything we do is centered on 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 Centric ensures we anticipate what our clients value and need. Integrity First. Period. Making sure were honest and straightforward and accountable for our actions. We Work Together to share information and inspire and challenge one another to be better. Striving to Win means we have a bias for action. We are service minded individuals who support independent Registered Investment Advisors (RIAs) and their clients in a fast paced and growing organization. The Registered Investment Advisors we support manage assets from $10 million to multi-billions. These RIAs shape the financial future of their clients by offering investment guidance and portfolio management. As a Relationship Manager I not only gain valuable industry experience but will help take part in helping our RIAs shape their clients future.Take a look how we help our RIAs make an impact! The Human Finance ProjectResponsibilities:As a Relationship Manager we 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 issuesActing 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 platformsWorking together with our clients to problem solve and create a positive client experience.Communicating and listening to create lasting business relationship

Improved service quality through proper staffing and scheduling to cover high call volumes and peak hourtimes.Interviewed, hired and trained new quality customer service representatives.Provided detailed weekly departmental reports and updates to senior management.Mentored and coached agents on proper support skills, phone usage, and computer applications to better service our client accounts. Routinely prepared and evaluated CRM reports to identify problems and areas for improvement and to more efficiently reduce the call handling time and accelerate the resolution of client issues.Created training manuals targeted at resolving even the most difficult customer account issues.

Managed a team of 15 representatives providing high level customer support services to financial advisors, retirement professionals, and individual participants. Provided educational guidance to improve staff efficiency. I managed the operation of the trading desk ensuring complete accuracy and reliability.