TD Ameritrade
TD Ameritrade Our culture is built on collaboration. Add your ideas.
2mo Career Job

This position involves direct client interface via inbound and outbound calls, email, cases and electronic chat on a team dedicated to solving complex technology challenges for TD Ameritrade clients. 

A Tech Support Associate plays a key role in serving our most active and valuable clients within a range of client segments, business units, and platforms. Building on TDA’s Client Centric focus, each associate is expected to provide the highest level of technology support to clients while helping to establish and cultivate a deeper relationships by better understanding their emerging needs and delivering an integrated, seamless, and exceptional client experience.  The overall effect of this role is to increase usage of our active trader tools, client satisfaction, and revenue.

  • Create and cultivate a client experience that exceeds client's expectations and establishes the benchmark for technology support within the financial services industry
  • Ability to thoroughly answer clients questions or troubleshoot problems
  • Effectively communicate with clients and guide them through complex procedures to resolve technology issues or properly leverage our technology platforms
  • Understand the client’s stated and unstated needs to proactively provide a personalized, comprehensive customer service experience
  • Generate additional revenue using superior service and the application of service-to-sales techniques
  • Work with clients to troubleshoot issues they’re having that prevent them from proper use of our trading platforms.
  • Diagnosis performance problems and error messages that come through TD trading platforms.  When these issues come up walk clients how to resolve or use 3rd party software (Bomgar) to assist clients in fixing the issues
  • Serve as a direct contact between clients and internal support for escalated issues
  • Extensive knowledge on tools within TD Ameritrade trading platforms
  • Ability to optimize clients computer for best results when using TD trading platforms
  • Execute trades for clients
  • Helping clients to understand different trading strategies
  • Share knowledge of new products, new social media venues, and current trends.
  • Proactively test changes and troubleshoot issues during off the phone time
  • Utilize problem solving skills to accurately report issues and follow up with the client.
  • Share knowledge and expertise with partners in Investor Services and other departments in the firm.  
  • Engage other associates to help improve and maintain positive team environment
  • Follow the TD Ameritrade Core Values
  • Enhance & Grow TD Ameritrade Brand through Exceptional Client interactions

  • Online brokerage experience preferred
  • Ability to troubleshoot technology problems in a timely and efficient manner while accessing and utilizing various job specific hardware and software
  • Excellent multi-tasking skill while demonstrating strict attention to detail
  • Outstanding communication, organizational, and analytical thinking skills
  • Solid understanding of desktop operating systems, mobile technology, web navigation, and web browser technology
  • Must demonstrate a positive and professional image at all times
  • Series 7 and 63 required within 90 days of employment
  • 2 year college degree; 4 year college degree preferred
  • 1-3 years related work experience
  • Relevant work experience will be considered in lieu of a college degree
  • Military education or experience may be considered in lieu of requirements above

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TD Ameritrade
Our culture is built on collaboration. Add your ideas.

TD Ameritrade is a leading organization that has provided premier brokerage and investment services for over 40 years. Listed as one of Forbes’ "Global 2000" companies, TD Ameritrade offers a full spectrum of investment services, including a leading active trader program, intuitive long-term [...]

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