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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