Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Sr. Specialist, Alliance

Expired Job

Charles Schwab Corporation Phoenix , AZ 85002

Posted 2 months ago


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

Monica Paige Larson

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

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Alliance Vista Cochise Co Office Of School Superintendent


Posted 1 week ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 The project is to expand, energize, and market a professional development training center within our existing county school superintendent's office. In the first year of the project, the goal is for the VISTA member to apply for and secure grants to be used to develop professional development programs specifically targeting mental health, STEM, and content-specific areas. Concurrently, the VISTA member would assist the superintendent in marketing the training center through a social media campaign, marketing the trainings on social media, and building on existing partnerships and donors in the county. The VISTA would also work with the superintendent to establish a leadership academy with existing and prospective principals and superintendents. Terms : Permits working at another job during off hours , Car recommended , Permits attendance at school during off hours . Service Areas : Education . Skills : Teaching/Tutoring , Education , Computers/Technology , Fund raising/Grant Writing , Communications , Survey. Americorps Phoenix AZ

Sr. Specialist, Alliance

Expired Job

Charles Schwab Corporation