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Retail Trading Representative

Location
Southlake, TX

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u003Ch2u003ERole:u003C/h2u003Eu003Cp u003EThis position involves primarily servicing one of TD Ameritrade's largest segments of clients whichu0026nbsp; represents one of the fastest growing groups from a trade activity perspective.u0026nbsp; Representatives handle inbound and outbound calls, and occasionally inbound emails and chats. All in a fast-paced, market-sensitive environment. Duties include order entry, client and firm risk analysis and management, relationship building, management, and counsel, software tutorials, mentorship of clients through education on trading strategies and products, and gathering assets through negotiation, education, and cross-sell opportunities. They educate on the specifics of the platform and need to have a full understanding of how to use the tools within it.u003C/pu003Eu003Cp u003EThe goal is to help clients develop their trading knowledge and approach, while growing their portfolios by imparting our knowledge and supporting the tools these actively engaged clients use to make them a more sophisticated and successful self-directed investor.u0026nbsp; Associates in this position will possess a proficient knowledge level of trading equities and options, and a general knowledge of futures and foreign exchange trading. This role impacts not only our clients, but also Retail Trading, Retail Sales, Investor Services, Retail Support and Marketing.u003C/pu003Eu003Cdiv class=ats-intro\u003Eu003Ch2u003EResponsibilities:u003C/h2u003Eu003Culu003Eu003Cliu003EProvide direct, real-time support to one of the firm's active segments of clients.u003C/liu003Eu003Cliu003EUtilize a proficient level of skill and experience to coach clients on market best practices.u0026nbsp; This Includes: efficient order execution, complex product characteristics, and empowering clients as self-directed tradersu003C/liu003Eu003Cliu003EMaster and teach clients how to use the firms most complex trading platforms (including but not limited to: Thinkorswim, Mobile Trader, and TradeArchitect) allowing clients to harness and maximize TDA technology to increase their trading sophistication.u003C/liu003Eu003Cliu003EInterpret client positions and market conditions to urgently present advantages and disadvantages of various strategies, allowing clients to find the best solutions for their trading situation.u003C/liu003Eu003Cliu003ENegotiate rates for the client based on revenue and trade activityu003C/liu003Eu003Cliu003EMentor clients around the margin rules and calculations for equity and option positions, and risk managementu003C/liu003Eu003Cliu003EPerform multiple tasks at one time. This includes addressing client inquiries through multiple channels (telephone, electronic chat, and/or email), to serve multiple demanding trader clients and associates simultaneously to create a superior level of productivity relative to all other client-facing associates.u003C/liu003Eu003Cliu003EEffectively identify gaps in client understanding, and address said gaps for the purpose of preventing or limiting future client losses, enhancing their confidence and profit potential, and positively impacting client retention, and loyal customersu003C/liu003Eu003Cliu003EServe as consultant and resource to other TD Ameritrade service teams on all matters related to the markets, equities trading and derivatives trading, including de-escalation of oral and written complaints.u003C/liu003Eu003Cliu003EApply sound judgment and ownership in researching, and solving elaborate and unique trading and non-trading issues, serving as a single point of contact for clients when necessary.u003C/liu003Eu003Cliu003EIdentify best trading tools to suit client's style and strategy and deliver unparalleled educationu003C/liu003Eu003Cliu003EEducates on different trading strategies and how to use the different tools available within the trading platformsu003C/liu003Eu003Cliu003ELeverage industry knowledge and platform expertise to send well-positioned business leads to our partners in Retail Sales, Education, and Trader Business Development.u003C/liu003Eu003Cliu003EInfluence and close business for Retails Sales associates by presenting self-directed active trader clients and prospects with industry standard for market understandingu003C/liu003Eu003Cliu003EAttract additional assets and business from our fully engaged clients, by meeting their service, education and trading resource needs.u003C/liu003Eu003Cliu003ESupport internal client education and training, serving as a mentor and/or facilitator for trading related training and processes.u003C/liu003Eu003Cliu003ESupport partners in other service segments surrounding trading topics via in-person or virtual mentor support. u0026nbsp;u003C/liu003Eu003Cliu003EEnhance our education offerings and support marketing initiatives through teaching of derivatives strategies in daily chat room programs, road shows, and webcasts attended by several active trader clients and prospectsu003C/liu003Eu003C/ulu003Eu003C/divu003Eu003Cdiv class=ats-qualifications\u003Eu003Ch2u003ERequirements:u003C/h2u003Eu003Culu003Eu003Cliu003E4 Year College Degreeu003C/liu003Eu003Cliu003EMinimum 1 year related experience; 2 years experience preferredu003C/liu003Eu003Cliu003EExcellent Client Service Skillsu003C/liu003Eu003Cliu003EDesire to Learn Moreu003C/liu003Eu003Cliu003EStrong Knowledge of Order Types - (limit, stop, trailing stop, etc)u003C/liu003Eu003Cliu003EUnderstanding of Options Strategies - (Max Profit/Loss, Bullish/Bearish)u003C/liu003Eu003Cliu003EKnowledge of our website, platforms, and mobile appsu003C/liu003Eu003Cliu003ETech troubleshooting - (ex. Delete UserGUI on Toss)u003C/liu003Eu003Cliu003EUnderstanding of most tools in Toss/Adminu003C/liu003Eu003Cliu003EFundamental Margin Knowledge - (Balances, Call types, Day Trading)u003C/liu003Eu003Cliu003EFundamental Trade Inquiry Knowledge - (how orders work, pros/cons of order types)u003C/liu003Eu003Cliu003EUnderstanding of the Greeks - (what each is and how they apply to strategies)u003C/liu003Eu003Cliu003EKnowledge of BOSu003C/liu003Eu003Cliu003ESeries 7, 63 (or equivalent), required with registration in all 50 states.u003C/liu003Eu003Cliu003ESeries 3 preferred.u003C/liu003Eu003Cliu003EMilitary education or experience may be considered in lieu of civilian requirements listedu003C/liu003Eu003C/ulu003Eu003C/divu003Eu003CIMG SRC=****BORDER=0 WIDTH=1 HEIGHT=1 ALT=Advertisement\u003E,datePosted:2018-08-10,employmentType:FULL_TIME,industry:Other,hiringOrganization:{@type:Organization,name:TD Ameritrade},identifier:{@type:PropertyValue,name:TD Ameritrade,value:2018-19314},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Southlake,addressRegion:TX,postalCode:76092}}}

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