Institutional Tech Services Specialist

Td Ameritrade Southlake , TX 76092

Posted 2 weeks ago


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.


  • 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


  • 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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Institutional Tech Services Specialist

Td Ameritrade