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Senior Specialist, Alternative Investments

Company: Charles Schwab
Location: Haltom City
Posted on: January 19, 2023

Job Description:

Position Type: RegularYour OpportunityAdvisor 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, compete 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 enhance 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 roleBachelor's degree or equivalent experienceWorking 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 languageProblem 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 organizationExercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of managementThe ability to embrace change and innovationExceptional attention to detail and analytical skillsExcellent time and resource management skills - -Highlights of Schwab's Benefits
Comprehensive Compensation and Benefits packageFinancial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discountsWork/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts ProgramEveryday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness ChampionsInclusion: Employee Resource Groups, Commitment to diversity, Strategic partnershipsNot just a job, but a career, with an opportunity to do the best work of your lifeIn addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhy 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 .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 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, Haltom City , Senior Specialist, Alternative Investments, Other , Haltom City, Texas

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