Specialist, Advisor Services Institutional - 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. 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 business
- Provide outstanding client service with a "one call resolution"
mentality while demonstrating empathy and problem-solving
skills
- Manage 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
information
- Serve 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 manner
- 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
- Anticipate client issues and problems and proactively take
necessary steps to prevent such problems from occurring
- 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
- Temporarily 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
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 , Specialist, Advisor Services Institutional - Westlake, TX, Other , Keller, Texas
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