Institutional Specialist - Alliance
Company: Charles Schwab
Location: Orlando
Posted on: January 25, 2023
Job Description:
Position Type: Regular Your Opportunity Charles Schwab Advisor
Custody & Trading (ACT) is the industry leader in providing
custodial, trading, technology and practice management to
independent advisory firms. In partnership with ACT, Schwab
Alliance provides premium services for clients of independent
financial advisors. The services provide practical financial tools
and resources and a dedicated service team to complement the
advisor-client relationship. Alliance's vision is to act as a
liaison for the Financial Advisor, enhancing their client product
and service offering by leveraging the scale of Schwab. Brokerage
Service Specialists carry out that vision by working in small,
highly collaborative teams that consistently strive to provide a
positive experience in every client interaction. What you are good
at As an Institutional Brokerage Service Specialist you will be the
primary point of contact for the clients of independent advisors
who custody assets with Schwab and provide "best in class" service.
It's this level of service that differentiates us from our
competitors and serves as a sustainable competitive advantage. This
is a phone-based position.
- Proactively consult and educate clients of Independent
Investment Advisors
- Research and respond to client issues related to online
enrollment, forms, trading, tax reporting, transfers, and various
other areas of product knowledge and support
- Collaborate with internal partners in delivery of timely and
accurate information in response to inquiries and/or service issues
What you have
- Resilient attitude to help achieve client satisfaction in a
continuous call environment
- Ability to adapt and implement changes as market and business
conditions evolve
- A drive to constantly improve the client experience
- Ability to establish trust and rapport with clients over the
phone
- Active and valid FINRA Series 7 & 63/66 licenses are
required.
- Successful completion of our Client Focus Assessment which
measures potential talent and role fit.
- Excellent organizational skills with the ability to manage
complex work, be self-directed, and quickly develop a full
understanding of our business
- Strong interpersonal, verbal, and written communication
- Team orientation, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics
- 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 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 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, Orlando , Institutional Specialist - Alliance, Other , Orlando, Florida
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