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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. 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.
We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
Required Qualifications:
Preferred Qualifications:
Full Time
Securities
$58k-79k (estimate)
03/29/2024
04/05/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities