Advisor Services - Advisor Support Specialist
Company: Charles Schwab
Location: Peoria
Posted on: January 19, 2023
Job Description:
Position Type: RegularYour Opportunity*START DATE: Feb 21, 2023*
-Are you ready to launch your career in the Financial Services
Industry? - -Do you have a passion for providing a superior level
of service to others?Advisor Services (AS) is the industry leader
in providing custody, trading, technology, and practice management
services to independent advisory firms. - The AS service teams add
value to advisory firms across the country by providing exceptional
client service and support. -We have built our business on serving
the needs of Registered Investment Advisors (RIAs) and advancing an
industry that helps them and their clients thrive. - We understand
their needs and work side by side providing the support they need
to help them manage their firm and meet their goals. RIAs and their
clients are at the center of everything we do. -NOTE: This is not a
contract role. - -What is a Registered Investment Advisor (RIA)? An
advisor or firm engaged in the investment advisory business and
registered either with the Securities and Exchange Commission (SEC)
or state securities authorities. -Workplace Flexibility Program:
We're proud to support our employees in a working approach that
allows you to bring your best self to work - whether that's in the
office or remote.Most Schwabbies have the opportunity to work in
the office and/or at home based on their preference*Employees may
have the flexibility for a hybrid schedule, where they divide their
time between working remotely or in the office.Employees and
managers can discuss additional flexibility options based on their
role, business needs, and individual circumstances. -*Subject to
change. Schwab is continually evaluating its approach to ensuring
the safety and well-being of our employees -What you are good atOur
Enhanced Specialists build trust and inspire confidence through
exceptional service, one interaction at a time. -In AS, you are
joining a team of professionals with a passion for providing a
high-quality service experience to advisors and their firms in a
fast-paced service center environment. You will:
Assist with advisor needs 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 account maintenance
topics required for the advisor to run their day-to-day
businessProvide outstanding client service with a "one call
resolution" mentality while demonstrating empathy and
problem-solving skillsManage 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 informationPractice active listening, open-ended
dialogue, and rapport building to gain a thorough understanding of
advisors' needs, while documenting conversations in our internal
Client Relationship Management (CRM) platform for a personalized
approach to service Further our understanding of advisor
relationships and their needs by navigating and building out
advisor profiles using our CRM systemAnticipate client issues and
problems and proactively take necessary steps to prevent such
problems from occurringChampion 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 in order to encourage adoption of our
industry leading platformWhat our advisor clients say: "Schwab is
constantly surveying, constantly talking with firms like ours to
understand where we see the future of our business, so they can
help lead us there. This is unusual. A custodian, generally
speaking, will follow. Schwab leads." -Ralph D. Sinsheimer, The
Solaris Group, New York, New York -What you have
- 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, be self-directed,
and quickly develop a full 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 with high level of integrity and ethics
- Sound judgement and the ability to balance effective risk
management with problem solving for the variety of ways that
advisors interact with Advisor Services
- Minimum 2 years requisite experience in the Financial Services
Industry specifically working with investor clients and/or
Registered Investment Advisors
- Bachelor's degree or equivalent work experience
- FINRA Series 7 & 63 are preferred but not requiredIn 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 .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 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, Peoria , Advisor Services - Advisor Support Specialist, Other , Peoria, Arizona
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