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Sr. Specialist, Alliance

Expired Job

Charles Schwab Corporation Phoenix , AZ 85002

Posted 2 months ago

Description:

Phoenix - AZ, PHX4701A, 4701 E Francisco Dr, 85044-5365

Monica Paige Larson
20181003-6348

Our Opportunity:

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 service teams, Schwab Alliance provides premium services for clients of the registered independent financial advisors (RIAs). This team is responsible for providing a dedicated point of contact for the client as well as practical financial tools and resources to complement the existing advisor-client relationship.

By dealing directly with the independent advisor's client, Alliance has the ability to grow the financial advisor's client product and service offerings by leveraging the scale of Schwab. Alliance carries out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction.

What you'll do:

As an Alliance representative 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 is this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. This is a 100% phone-based position.

  • Proactively consult and educate clients of Independent Investment Advisors

  • Research and respond to client issues related to but not limited to the following:

  • Online enrollment forms

  • Trading inquires

  • Tax reporting

  • Transferring of client assets and account types

Collaborate with internal partners in delivery of timely and accurate information

What you have:

  • Successful completion of our Shaker Assessment which measures potential talent and role fit

  • Active and valid FINRA Series 7 & 63/66 licenses. If you do not currently have a Series 7 & 63/66 licenses, you will need to successfully pass and obtain Series 7 and 63/66 licenses under a condition of employment

  • Client service experience required, financial service experience preferred

  • Strong interpersonal, verbal and written communication skills

  • High motivation and team orientation

  • High level of integrity and ethics

  • The ability to multi-task, actively listen, assess client needs, and research information

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:FINRA Series 63, FINRA Series 7Relevant Work Experience:Accounting and Finance-2-5 yrs, Accounting and Finance-less than 2 yrs

Position Located In:AZ - PhoenixEducation:BA/BSJob Type:Full Time

Category:Customer Service/Client Service

Activation Date: Thursday, October 4, 2018

Expiration Date: Thursday, October 11, 2018

Apply Here


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Sr. Specialist, Alliance

Expired Job

Charles Schwab Corporation