Licensed Advisor Services Specialist
Company: Charles Schwab
Posted on: January 19, 2023
Position Type: Regular
Charles Schwab Advisor Custody & Trading (ACT) is the industry
leader in providing custodial, trading, technology and practice
management to independent advisory firms. In partnership with ACT,
Schwab Alliance provides premium services for clients of
independent financial advisors. The services provide practical
financial tools and resources and a dedicated service team to
complement the advisor-client relationship.
Alliance's vision is to act as a liaison for the Financial Advisor,
enhancing their client product and service offering by leveraging
the scale of Schwab. Brokerage Service Specialists carry out that
vision by working in small, highly collaborative teams that
consistently strive to provide a positive experience in every
What you are good at
As a Brokerage Service Specialist you will be the primary point of
contact for the clients of independent advisors who custody assets
with Schwab and provide "best in class" service. It's this level of
service that differentiates us from our competitors and serves as a
sustainable competitive advantage. This is a phone-based
- Proactively consult and educate clients of Independent
- Research and respond to client issues related to online
enrollment, forms, trading, tax reporting, transfers, and various
other areas of product knowledge and support
- Collaborate with internal partners in delivery of timely and
accurate information in response to inquiries and/or service issues
What you have
- Active and valid FINRA Series 7 & 63/66 licenses are
- Resilient attitude to help achieve client satisfaction in a
continuous call environment
- Ability to adapt and implement changes as market and business
- A drive to constantly improve the client experience
- Ability to establish trust and rapport with clients over the
- Successful completion of our Client Focus Assessment which
measures potential talent and role fit.
- Excellent organizational skills with the ability to manage
complex work, be self-directed, and quickly develop a full
understanding of our business
- Strong interpersonal, verbal, and written communication
- Team orientation, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics
- Minimum 2 years requisite experience, with emphasis on customer
service preferred (internships and collegiate activities will be
- Bachelor's degree or equivalent work experience In addition to
the salary range, this role is also eligible for bonus or incentive
Your actual pay will be based on your skills and experience talk
with your recruiter to learn more.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Bedford , Licensed Advisor Services Specialist, Other , Bedford, Texas
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