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Institutional Tech Services Specialist

TD Ameritrade

TD Ameritrade

Institutional Tech Services Specialist

Southlake, TX +1 location
Full Time
Paid
  • Responsibilities

    ROLE:

    Resolve technology support questions for advisors and clients through direct client interface via inbound and outbound phones, e-mail interactions, internal Technology Team e-mails via Outlook all while continuously providing world class customer service. Familiar with all aspects of the Institutional business with the ability to resolve technical challenges for TD Ameritrade Clients and Advisors. Subject Matter Expert providing best practice instructions for proper use of tools and applications to external advisors and internal associates.

    RESPONSIBILITIES:

    • Review and research as well as accurately respond to all technology-related inquiries escalated by Relationship Managers, trading, sales, and direct incoming advisor queues
    • Maintain all technology services queues (phones, KANA, salesforce, workflow, Outlook e-mail) to attain service level goals
    • Work closely with internal associates and advisors to troubleshoot errors and find solutions to technical challenges that prevent the proper use of our technology platforms and tools
    • Maintain current knowledge of TD Ameritrade Institutional products and offerings
    • Serve as point of escalation and resource for internal associates and advisors regarding ongoing technical issues and concerns/suggestions
  • Qualifications

    REQUIREMENTS:

    • Knowledge of personal computer operating system technologies such as Windows, and Mac OS X to properly troubleshoot
    • Knowledge of web based technologies such as, Java, Flash, HTML, SSL, networking, etc. as used by advisors while accessing and utilizing TD Ameritrade technology platforms and tools
    • 2 Year College Degree required (Finance, Information Management, or similar area)
    • 4 Year College Degree preferred (Finance, Information Management, or similar area)
    • Military education or experience may be considered in lieu of civilian requirements listed
  • Industry
    Financial Services
  • Locations
    San Diego, CA • Southlake, TX
  • About Us

    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.