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Specialist, Institutional Technology Services (Hybrid)

Company: Charles Schwab
Location: Imperial Beach
Posted on: January 26, 2023

Job Description:

Position Type: RegularYour OpportunityResolve 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 accurate 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 / suggestionsWhat you have
    • Knowledge of personal computer operating system technologies such as Windows, and Mac OS X to accurately troubleshoot
    • Knowledge of web based technologies such as, Java, Flash, HTML, SSL, networking, etc. as used by advisors while accessing and applying TD Ameritrade technology platforms and tools
    • 2 Year College Degree preferred (Finance, Information Management, or similar area)
    • 4 Year College Degree preferred (Finance, Information Management, or similar area)
    • A valid and active FINRA Series 7 and 63 preferredMilitary education or experience may be considered in lieu of civilian requirements listedWhy 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 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.

Keywords: Charles Schwab, San Diego , Specialist, Institutional Technology Services (Hybrid), IT / Software / Systems , Imperial Beach, California

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