Location: Loughman
Company: Charles Schwab
custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services , Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you will build on your expertise as you work with clients, instilling trust and inspir ing confidence through exceptional service, one interaction at a time.
W hile working in a fast-paced, dynamic service center environment , y ou wil l assi st advisors 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 essential account maintenance
components that help the advisor succeed in their day-to-day business. I f you re looking to grow your career with a firm that will champion your development through passionate leaders, c ollaborative teams, and challenging , impactful work, this may be the role for you.
What you have Required Qualifications: Minimum 2 years experience in the f inancial s ervices i ndustry , specifically working with investor clients and/or Registered Investment Advisors Bachelor s degree or equivalent work experience Preferred Qualifications : 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, self-direct , and quickly develop a n 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 Sound judgement and the ability to balance effective risk management with problem solving for the variety of ways that advisors interact with Advisor Services Ability to demonstrate empathy and problem-solving skills , practice active listening, and build rapport to gain understanding of advisors needs, while documenting conversations in our Client Relationship Management platform Ability to 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 Ability to anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring Ability to c hampion 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 to encourage adoption of our industry leading platform FINRA Series 7 & 63 licenses 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
Other Jobs refers to employment positions that do not fall within the standard categories of work normally listed or discussed. These jobs can be unique, unconventional, or specialized, often requiring a diverse skillset or catering to niche markets. They stand out for their distinct nature, offering opportunities for individuals with unique talents or interests to engage in work that may not conform to traditional job roles. Other Jobs can provide flexibility, the potential for creativity, and a departure from the routine, appealing to those seeking a less conventional career path.
Other Jobs is a broad category encompassing the myriad of professions that don't neatly fit into traditional job classifications. They can range from gig economy roles to positions requiring highly specialized skills not commonly recognized in standard industry sectors. The key characteristic of Other Jobs is their diversity, with opportunities that can be tailored to unique talents, flexible schedules, and often innovative or unorthodox work environments. This category can serve as a flexible and creative employment avenue for those with niche skills or those seeking non-traditional career paths.
Other Jobs refers to a category of employment that doesn't fit into the standard job classifications. These might include unconventional or specialized roles, temporary assignments, or emerging professions that have yet to be widely recognized. Key characteristics of Other Jobs are their diversity in nature and the potential for innovation. They often require a high degree of adaptability and can be ideal for individuals seeking flexible work arrangements or wishing to venture into new industries. This category is constantly evolving, directly responding to changes in technology, society, and the economy, providing a dynamic landscape for job seekers and entrepreneurs.
Other Jobs refers to employment positions that do not fall within the standard categories of work normally listed or discussed. These jobs can be unique, unconventional, or specialized, often requiring a diverse skillset or catering to niche markets. They stand out for their distinct nature, offering opportunities for individuals with unique talents or interests to engage in work that may not conform to traditional job roles. Other Jobs can provide flexibility, the potential for creativity, and a departure from the routine, appealing to those seeking a less conventional career path.
