What are the responsibilities and job description for the Sr. Specialist, Service Associate - Schwab Wealth Advisory position at Charles Schwab?
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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.
What you have
Required Qualifications
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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.
What you have
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
- 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
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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