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 applicantaccessibility@schwab.com 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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