Position Type:
Regular
Your opportunityAt 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 haveWe place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
Required Qualifications:
Undergraduate degree
requiredActive and valid FINRA Series 7 license
requiredActive 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 clientsGeneral understanding of brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues with tact and diplomacyExcellent written and oral communication skills, attention to detailAbility to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyNeed 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance