Specialist, Advisor Services Institutional - Westlake, TX
Company: Charles Schwab
Location: Keller
Posted on: May 7, 2022
Job Description:
Position Type: RegularYour OpportunityWorkplace Flexibility
Program: We're proud to support our employees in a working approach
that allows you to bring your best self to work - whether that's in
the office or remote.
- Most Schwabbies have the opportunity to voluntarily work in the
office or at home based on their preference.*
- When the firm is ready to fully return to the office, employees
will have the flexibility of a hybrid work environment, spending
some time working remote and some time in the office.
- Employees and managers can discuss and decide what works best
for them, with additional flexibility available based on their
role, business needs, and individual circumstances.*Subject to
change as Schwab is continually evaluating the current environment
in order to best care for the safety and well-being of our
employees. -Are you ready to launch your career in the Financial
Services Industry? -Do you have a passion for providing a superior
level of service to others? -Advisor Services (AS) is the industry
leader in providing custody, trading, technology, and practice
management services to independent advisory firms. - The AS service
teams add value to advisory firms across the country by providing
exceptional client service and support. -We have built our business
on serving the needs of Registered Investment Advisors (RIAs) and
advancing an industry that helps them and their clients thrive. -
We understand their needs and work side by side providing the
support they need to help them manage their firm and meet their
goals. RIAs and their clients are at the center of everything we
do. -NOTE: This is not a contract role. - -What is a Registered
Investment Advisor (RIA)? An advisor or firm engaged in the
investment advisory business and registered either with the
Securities and Exchange Commission (SEC) or state securities
authorities.What you are good atOur Enhanced Specialists build
trust and inspire confidence through exceptional service, one
interaction at a time. -In AS, you are joining a team of
professionals with a passion for providing a high-quality service
experience to advisors and their firms in a fast-paced service
center environment. You will:
Assist with advisor needs through a
mix of inbound and outbound calls related to common topics such as
new accounts, transaction status, money movement, transfer of
account, retirement services, and various other account maintenance
topics required for the advisor to run their day-to-day
businessProvide outstanding client service with a "one call
resolution" mentality while demonstrating empathy and
problem-solving skillsManage advisor needs through to completion by
means of follow-up, advanced research, advisor advocacy, and
collaboration with business partners to ensure timely and accurate
delivery of informationServe as a second level of inbound call
support for Foundational team members for calls that are beyond
their knowledge or for calls that can't be answered in a timely
mannerPractice active listening, open-ended dialogue, and rapport
building to gain a thorough understanding of advisors' needs, while
documenting conversations in our internal Client Relationship
Management (CRM) platform for a personalized approach to service
Further our understanding of advisor relationships and their needs
by navigating and building out advisor profiles using our CRM
systemAnticipate client issues and problems and proactively take
necessary steps to prevent such problems from occurringChampion
client use of Schwab's digital platform and provide website
navigational support by leading with a superior understanding of
features and benefits of Schwab tools, products, and services in
order to encourage adoption of our industry leading
platformTemporarily RemoteWhat our advisor clients say: "Schwab is
constantly surveying, constantly talking with firms like ours to
understand where we see the future of our business, so they can
help lead us there. This is unusual. A custodian, generally
speaking, will follow. Schwab leads." -Ralph D. Sinsheimer, The
Solaris Group, New York, New York -What you have
- Excellent relationship building skills with demonstrated
ability to problem solve, interact with individuals at various
levels, and think on your feet
- Ability to manage moderately complex work, be self-directed,
and quickly develop a full understanding of our business and the
RIA industry
- Strong interpersonal, verbal, and written communication skills
with a desire to work in a multi-channel virtual environment
(phone, email, chat, web-directed)
- Team orientation, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics
- Sound judgement and the ability to balance effective risk
management with problem solving for the variety of ways that
advisors interact with Advisor Services
- Minimum 2 years requisite experience, with emphasis on customer
service preferred (internships and collegiate activities will be
considered)
- Bachelor's degree or equivalent work experience
- Series 7 and 63 required. Non-licensed applicants may apply for
the "Advisor Services Associate" opening. -Why work for us?Own Your
Tomorrow embodies everything we do! We are committed to helping our
employees ignite their potential and achieve their dreams. Our
employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
.Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click to see the policy. Schwab is an
affirmative action employer, focused on advancing women, racial and
ethnic minorities, veterans, and individuals with disabilities in
the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Keller , Specialist, Advisor Services Institutional - Westlake, TX, Other , Keller, Texas
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