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Institutional Technology Services Specialist

Quick Facts

Fort Worth, Texas ID# 2017-13026 Regular Full-Time First Level Professional

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 ability to resolve technology 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 technology 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 technology issues and concerns / suggestions

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

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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