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Advisor Services - Client Support

Company: Charles Schwab
Location: Haltom City
Posted on: March 16, 2023

Job Description:

Position Type: Regular
Your Opportunity

Are you ready to launch your career in the Financial Services Industry?

Do you have a passion for providing a superior level of service to others?

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, Schwab Alliance provides premium services for clients of independent financial advisors. The services provide practical financial tools and resources and a dedicated service team to complement the advisor-client relationship.

Alliance's vision is to act as a liaison for the independent Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Institutional Associates carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction. We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive.

What you are good at

As an Advisor Services - Client Support associate, 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's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. This is a phone-based customer service position.

  • Working together with clients of Independent Investment Advisors to problem solve and create a positive client experience
    • Research and respond to client issues related to online enrollment, forms, trading, tax reporting, transfers, and various other areas of product knowledge and support
    • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
    • Develop and nurture client relationships What you have
      • Series 7 & 63/66 licenses are not required, but you will have the opportunity to enroll in our self-study program after your first 90 days of employment.
      • Resilient attitude to help achieve client satisfaction in a continuous call environment
      • Ability to adapt and implement changes as market and business conditions evolve
      • A drive to constantly improve the client experience
      • Ability to establish trust and rapport with clients over the phone
      • Excellent organizational skills with the ability to manage complex work, be self-directed, and quickly develop a full understanding of our business
      • Strong interpersonal, verbal, and written communication
      • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
      • Minimum 2 years customer service/relationship building experience (internships and collegiate activities will be considered)
      • Bachelor's degree or equivalent work experience In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

        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.

        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 , Advisor Services - Client Support, Other , Haltom City, Texas

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