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SalaryYour 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.
When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing 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 inspiring confidence through exceptional service, one interaction at a time. While working in a fast-paced, dynamic service center environment, you will assist 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. If you’re looking to grow your career with a firm that will champion your development through passionate leaders, collaborative teams, and challenging, impactful work, this may be the role for you.
What you have
Required Qualifications:
- Minimum 2 years’ experience in the financial services industry, 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 an 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 champion 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
