Job Title: Fixed Income Sales Support / Operations Analyst
Job ID: 100886
Location: 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.
The purpose of the sales support / operations role is to help create greater department efficiencies by working with various operations, reporting and trading systems.
Acts as an onsite dedicated service & support expert on a wide range of client account and trade execution issues
Ensure department compliance with firm operational guidelines, policies and procedures
Performs trade adjustments and corrections, and researches and resolves account issues working closely with back office partners
Responds to client inquiries by email, looking to identify sales opportunities, while also meeting immediate client needs
Assists with creation, design preparation, and necessary updates of department wide metrics reports and analysis
Assist with projects to improve processes used by department personnel that can enhance both the client and associate experience
Shadows periodically with fixed income specialists, looking to gain sales and subject matter expertise
4 Year College Degree
2-3 years of related experience
Series 7 license required, Series 63/65 or 66 preferred
Strong computer skills, with proficiency in Excel, Word, Outlook, etc.
Proactive team player, with solid communication skills, able to work in a fast-paced environment
Career interest in relationship sales, and desire to learn the fixed income business preferred
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.