Sr Specialist, Service Associate - Schwab Wealth Advisory

Description:

Your Opportunity

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.

As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.

What you have

We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.

Required Qualifications:

• Undergraduate degree required
• Active and valid FINRA Series 7 license required

• Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
• Minimum 2 year of experience in the financial services industry working directly with clients

Preferred Qualifications:

• Experience servicing high-net-worth clients
• General understanding of brokerage regulations and rules that govern client accounts
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Excellent written and oral communication skills, attention to detail
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Need to be able to build and maintain good cross departmental working relationships

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