Customer Service Professional - Advisor Services

Company: Charles Schwab
Location: Euless
Posted on: August 4, 2022

Job Description:

Position Type: Regular Your Opportunity Are you ready to launch your career in the Financial Services Industry? Do you have a passion for providing a superior level of service to others? 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 independent Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Institutional Associates carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction. We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. What is a Registered Investment Advisor (RIA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that s in the office or remote. Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference. When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office. Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances. Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees. What you are good at As an Customer Service Professional-Institutional Associate, 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 customer service position.

• Working together with clients of Independent Investment Advisors to problem solve and create a positive client experience
• 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
• Develop and nurture client relationships What you have
  • Resilient attitude to help achieve client satisfaction in a continuous call environment
  • Ability to adapt and implement changes as market and business conditions evolve
  • A drive to constantly improve the client experience
  • Ability to establish trust and rapport with clients over the phone
  • 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 customer service/relationship building experience (internships and collegiate activities will be considered)
  • Bachelor s degree or equivalent work experience
  • FINRA Series 7 & 63/66 licenses are not required. If you do not currently have these licenses, you will have the opportunity to enroll in our self-study program after your first 90 days of employment. 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, Euless , Customer Service Professional - Advisor Services, Hospitality & Tourism , Euless, Texas