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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. The Managed and Advised Account Operations Advisor Services (MAAO) team performs a variety of functions primarily on the Advisor Services of Schwab’s business . We service Registered Investment Advisors, as well as third party and propriety Money Managers all over the country that are enrolled in Schwab’s Managed Account products. MAAO partners with a number of internal business partners, all sharing a common goal of serving our clients with the highest level of satisfaction. The versatile team is comprised of members located in Phoenix, Orlando and Westlake.
In MAAO, you will also receive an extensive training program to prepare you for success in your new role. In addition, we realize that hard work deserves reward and we promote a culture of employee recognition as well as advancement and growth opportunities.
In this role, you will be asked to switch gears throughout the day to assist with meeting critical cut-off times, high volume spikes, and a variety of project opportunities to strengthen the business. Flexibility, attention to detail, and a strong understanding of risk factors are key aspects of this role and the ideal candidate. Additionally, the ideal candidate will need to be equally comfortable with direct RIA interactions as they receive and make inbound/outbound service calls, and network internally to research and resolve client operational issues. Functions can vary but key Specialist responsibilities include:
The ideal candidate will possess demonstrated brokerage, back office, or operational experience, coupled with customer service skills and experience. Cross-functional operational knowledge or processing experience in account opening, processing, or managed accounts is strongly desired. Managed account, servicing RIAs, and/or high-volume processing experience a plus.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Full Time
Securities
$81k-109k (estimate)
05/11/2024
05/17/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities