Senior Specialist, Alternative Investments
Company: Charles Schwab
Location: Euless
Posted on: March 15, 2023
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Job Description:
Position Type: Regular Your Opportunity Advisor Services is the
leading provider of custodial, trading, technology, and practice
management to registered independent advisory firms. We provide
access to sophisticated wealth-management services that help
advisors attract and retain affluent clients, as well as profitably
grow, contend, and succeed in their business efforts. Advisor
Services Alternative Investment Services is an escalation team that
promotes client loyalty by providing high quality subject matter
expertise to our clients and internal business partners. The team
educates and partners with clients, prospects, and internal
business partners on matters relating to regulation, legislation,
exemptions, filings and Schwab---s Alternative Investment process,
service, and policy. What you are good at You will join a team of
8-12 representatives who will assist internal and external clients
with servicing, understanding, and finding flexible solutions for
complex investments. You will partner with Advisor Services Sales,
Service, Advisor Family Office, Operations and RIAs to understand
the diverse needs of high-net-worth advisors and clients, serving
as the central point of contact for alternative investments. You
will educate clients, prospects, and business partners and resolve
issues on matters relating to regulation, legislation, exemptions,
filings and Schwab---s Alternative Investment process, service, and
policy. Provide phone and email-based support to improve the client
experience and promote client retention through service quality and
delivery of timely and accurate information. What you have Minimum
5 years--- experience in operations or client service role
Bachelor---s degree or equivalent experience Working experience of
Alternative Investments (types, structures, and associated
documentation) Solid communication skills, both verbal and written,
including the ability to condense policies and concepts into clear,
concise language Problem resolution skills as well as effective
collaboration across departments to resolve issues, and the ability
to build a consensus and persuade others in a matrixed organization
Exercise business judgment including the ability to identify
business risks and articulate those risks to business partners and
all levels of management The ability to embrace change and
innovation Outstanding attention to detail and analytical skills
Excellent time and resource leadership skills 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. 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 , Senior Specialist, Alternative Investments, Other , Euless, Texas
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