Advisor Services Associate-Westlake, TX
Company: Charles Schwab
Location: Keller
Posted on: May 8, 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. 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
Foundational Associates 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 advisors with transactional requests through a mix of
inbound and outbound calls related to money movement, transaction
status, and transfer of accounts.
- Provide outstanding client service with a "one call resolution"
mentality while demonstrating empathy and problem-solving
skills
- Champion 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
platform
- Operate in an environment of 'learn, practice, master' -
layering on knowledge and understanding enabling you to expand your
career and the variety of areas in which you service the advisors
you servePractice 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 assist advisors
- Practice 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
system
- Demonstrate the ability to connect advisors with the
appropriate level of support for more complicated topic areas
- Collaborate with internal partners to ensure timely and
accurate delivery of information.What 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 operational and organizational skills with the
ability to manage transactional work, be self-directed, and quickly
develop a full understanding of our business and the financial
services industry
- Strong interpersonal, verbal, and written communication skills
with a desire to work in an inbound phone environment.
- Aptitude and passion for working with technology and
influencing our advisors in becoming a digital practice
- Ability to work in a fast-paced, high-volume organization that
remains committed to a secure and client-focused experience
- Team orientation, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics
- Preference for prior customer service related experience
- Bachelor's degree or equivalent work experience"Schwab is a
collaborative, teamwork environment that I truly treasure. When we
start with teamwork, anything is possible." - Elizabeth Chu,
Service Professional, Advisor Services 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
further.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 here 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 applicantaccessibility@schwab.com or call 800-275-1281.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 , Advisor Services Associate-Westlake, TX, Other , Keller, Texas
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