Specialist - Institutional
Company: Charles Schwab
Location: Davenport
Posted on: January 26, 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 a 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 In addition to
the salary range, this role is also eligible for bonus or incentive
opportunities 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 , Specialist - Institutional, Other , Davenport, Florida
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