Specialist, Institutional Technology Services (Hybrid) job vacancy in TD Ameritrade – Jobs in California
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We got a new job details in TD Ameritrade & they are Hiring Candidates for Specialist, Institutional Technology Services (Hybrid)
Company Name : TD Ameritrade
Company Location : San Diego, CA
Job Position : Specialist, Institutional Technology Services (Hybrid)
Job Category : Jobs in California
Job Description :
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.
What you are good at
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
What you have
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)
Active and valid FINRA Series 7 and 63 preferred
Military education or experience may be considered in lieu of civilian requirements listed
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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