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Service Relationship Manager, Schwab Advisor Services

Company: Charles Schwab
Location: Haltom City
Posted on: November 19, 2021

Job Description:

Position Type: Regular

Your Opportunity

In Advisor Services (AS) we have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.

Our AS Service Relationship Managers are individual contributors that are informal leaders providing dedicated service to our top-tier advisors. We put our Enterprise Group advisors at the center of everything we do. AS Service Relationship Managers have a deep expertise and understanding of their advisor's business that allows them to provide a dedicated level of service.

What you are good at

* Manage workflow and projects of your primary advisor relationships while providing superior overall relationship management service to our top-tier advisors in a fast paced, team environment.
* Maintain a strong band of communication between internal business partners, including sales and leadership
* Manage and grow the existing relationship with your clients by influencing positive change in their operations, as well as communicating policy changes to them.
* Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based service.
* Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
* Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment. Support and develop Service employees through New Hire assistance and mentorship programs to circulate knowledge and best practices.

What you have

* Series 7 and 63 required

* Minimum of 3 years in Advisor Services preferred.
* Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative.
* Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.
* Superior communication, presentation, interpersonal and listening skills.
* Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
* In-depth knowledge of Advisor Services products, services, complex subject matters, policies and procedures as well as demonstrated brokerage industry knowledge.
* Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.
* Initiative to create change through process improvements, training and streamlining functions.
* Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
* Ability to identify and quickly resolve potential risk situations with creative solutions including exceptions.
* Advanced technical skills with team-orientation and the ability to act as a resource for development of the team's effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
* Skill and experience in delivering professional presentations to both large and small groups.
* Flexibility to travel for client visits/events on a limited basis.

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 applicantaccessibility@schwab.com or call 800-275-1281.

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, Haltom City , Service Relationship Manager, Schwab Advisor Services, Executive , Haltom City, Texas

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