**Your opportunity** + Handle all incoming operational volume for the AS Service organization. This could include cashiering functions, account maintenance cases, client verification cases, among others. + Reach out to Advisors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations + Consolidate touchpoints with Advisors into one call-out versus multiple attempts throughout the day + Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors + Identify trends in operational paperwork and seek to educate our Advisors and your colleagues on how to increase efficiency + Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab + Educate our Advisors on the latest technology and tools to help them grow and become more self-sufficient + Provide accurate, valid, and complete information by using the appropriate online and in-house resources + Collaborate with internal partners to ensure timely and accurate delivery of information + Maintain a strong band of communication between internal business partners, including operational partners and leadership + Demonstrate a basic understanding of features and benefits of Schwab tools, products, and services in order to operate effectively + Actively seek new learning opportunities within your current role to increase scope and production **What you have** + Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet + Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative + Willingness to pivot and constantly shift focus based on needs of the entire team and organization + Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy + Superior communication, presentation, interpersonal and listening skills + Knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge + Demonstrated ability to prioritize business needs and manage time effectively + Technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. + Knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce + Prior operations and/or Advisor Services experience preferred **What’s in it for you** At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What’s in it for you: At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.