Charles SchwabTechnology Consultant, Advisor Platform Support
Oct. 2018 - Aug. 2023Westlake, Texas, United States · Hybrid❖ Serve as a Subject Matter Expert in providing best practice instructions for proper use of tools and applications to external advisors and internal associates.
❖ Handle 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
❖ Monitored help desk ticketing system, ensuring timely resolution of technical issues and meeting service level agreements (SLAs).
❖ Conducted regular training sessions to keep the team updated on the latest technologies and support best practices.
❖ Oversaw the daily operations of the help desk, managing incoming support requests and assigning tasks to team members.
❖ Analyzed help desk metrics and KPIs to identify areas for improvement, resulting in a 78% increase in customer satisfaction.
❖ Implemented a knowledge base system to empower end-users with self-service options and reduce ticket volume.
❖ Acted as a bridge between technical teams and business stakeholders, ensuring a shared understanding of technical solutions and their impact on the product
❖ Provide planning, managing, requirements gathering, impact analysis, design, coding, testing and implementation support to Registered Investment Advisors
❖ Utilize technical expertise to manage multiple assignments, including large and critical projects to assure timely and cost-effect objectives deliverables
❖ Conducted in-depth data analysis, identified trends, and provided actionable insights to support decision-making.
❖ Led end-to-end project management for multiple complex IT initiatives, including system implementations, infrastructure upgrades, and process improvements.
❖ Developed and executed project plans, defining scope, objectives, deliverables, and resource requirements.
❖ Identified and mitigated project risks through risk assessment, contingency planning, and issue resolution.