At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Advisor Services is the leading provider of custodial, trading, technology, and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts.
Advisor Services Alternative Investment Services is an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. The team educates and partners with clients, prospects, and internal business partners on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.
As a Senior Specialist, your responsiblities will include but not be limited too:
You will join a team of 35-40 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments.You will partner with Advisor Services Sales, Service, Advisor Family Office, Operations and RIAs to understand the diverse needs of high-net-worth advisors and clients, serving as the central point of contact for alternative investments.You will educate clients, prospects, and business partners and resolve issues on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.Provide phone and email-based support to enhance the client experience and promote client retention through service quality and delivery of timely and accurate information. What you haveTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
Minimum 5 years’ experience in operations or client service role, including call center experience.Experience working in an office experience and working in a multi-screen environment with Microsoft products.Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language.Problem resolution skills as well as effective collaboration across departments to resolve issues, and the ability to build a consensus and persuade others in a matrixed organization.Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management.The ability to embrace change and innovation.Exceptional attention to detail and analytical skills.Excellent time and resource management skills.Preferred Qualifications
Bachelor’s degree or equivalent experience.Working experience of Alternative Investments (types, structures, and associated documentation). Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
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