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Specialist, Retail Systems

Quick Facts

Omaha, Nebraska, St. Louis, Missouri ID# 2017-13525 Regular Full-Time First Level Professional

Role:

This position involves the support of internal CRM (Client Relationship Management) and associate internal applications.  This individual is a business Subject Matter Expert and is responsible for serving as a representative for their assigned system, in various business meetings and associated projects. This individual must apply communication and problem-solving skills to guide and assist user groups on issues related to the design, development, and deployment of CRM software critical to business operations. The Specialist acts as liaison with appropriate technology teams associated with their assigned system. 

Responsibilities:

  • Support Systems Manager and assigned business channel leadership and delegates
    Understand business strategy, and support the execution of recommendations for enhancements.
  • Participate in issue resolution with Systems Manager related to systems enhancements, testing and other critical issues identified.
  • Provide support on escalated items and drive resolution.
  • Ensure ongoing functionality of assigned system by facilitating ongoing maintenance and upgrade of the technology.
  • Support ongoing maintenance and upgrade of the technology.
  • Support issues and problems related to assigned system.
  • Maintain ownership of intraday associate inquiries.
  • Participate in cross functional activity specific to assigned system.
  • Represent the Retail point of view on assigned projects - ensure Retail needs are accounted for.
  • Collaborate with Key Stakeholders to ensure most favorable outcome achieved when projects drive system changes/enhancements.
  • Communicate impacts of changes due to project deliverables to Key Stakeholders.

Requirements:

  • Strong written and verbal communication skills with the ability to communicate with all levels of TDA in a manner that is understandable to business units.
  • Experience (2-3 years) with CRM system preferred.
  • Understanding of TDA policies and procedures and ability to identify compliance and regulatory concerns.
  • Strong interpersonal skills, ability to work through complex technical situations with the ability to communicate with both technical and non-technical audiences.
  • A thorough understanding of the Internet, Web Navigation, Windows Operating System, Microsoft Excel, Visio, Word, PowerPoint, CRM systems and other applications as required.
  • Securities industry knowledge and a strong understanding of TDA internal policies and procedures (required).
  • Expert Knowledge, or proven ability to develop, of multiple TDA systems including but not limited to Salesforce, A2C, web, and other TDA applications as needed.
  • Display professionalism and emotional intelligence across all settings.
  • Quick learner, adaptable to new situations and challenges.
  • Solve problems quickly and effectively while performing root cause analysis.
  • 4 year college degree preferred.
  • 2-3 years related experience; 3-5 years total experience.
  • Military experience may be substituted in lieu of education and/or experience.

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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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  • 5,900 Full-time
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