Job Title: Equity Analyst
Job ID: 100054
Location: Nebraska, Omaha;Texas, Fort Worth
Full/Part Time: Full-Time
Manager level: Support Level
A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be. From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish. As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours. Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.
Associates interpret and perform broker requests for movements and adjustments to client accounts. Identify and resolve discrepancies with the street that may involve corrections or postings to our clients as well as of trades or reversals with the street. Serve as a contact to our brokerage partners for questions regarding client posting and positions.
Analyze reports to determine trade problems and communicate problems to Trading Department
Enter equity tickets and corrections using PC, including 10-key
Problem resolution from trade corrections through interaction with other departments and business units
Follow-up on original trade problems through trading and market makers using customer service skills
Ensure any actions taken maintain balance with our current positions and resolve any that create an out of balance
Take trouble with the street and our brokerage partners with any outstanding problems
Identify and resolve issues in error and internal accounts
Facilitate postings and movements to and from client accounts to resolve system issues
Resolve and post exceptions from trading executions
Take responsibility to ensure client positions and activity is properly reflected
2 years of college or equivalent work experience
1 to 3 years industry experience
The ability to identify problems within daily work and escalate when required
Ability to identify higher priority issues within daily work and ensure they are resolved appropriately
Associate must be able to follow policies and apply those policies to the daily work. Procedures will adapt and change depending on the request and initiator
Associate must be able to identify the disparity and apply the proper procedure
Excellent consultative, rapport-building, listening and communication skills
Must maintain professionalism and composure while interacting with clients
Strong organizational skills and attention to detail with emphasis on accuracy and timeliness
Strong mathematical, analytical and problem solving skills
Strong command of 10 key calculator, computer and typing skills
Associates will typically navigate through 4-5 software systems simultaneously
Shift : 9:30 am - 6:00 pm
TD Ameritrade participates in the E-Verify program for those states requiring E-Verify. For additional information on this program please click here .
TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.
TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
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