What you are good at

  • Handle all incoming operational volume for the AS Service organization. This would includes cashiering functions, account maintenance cases, client verification cases, among others.
  • Reach out to Advisors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations
  • Consolidate touchpoints with Advisors into one call-out versus multiple attempts throughout the day
  • Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors
  • Identify trends in operational paperwork and seek to educate our Advisors and your colleagues on how to increase efficiency
  • Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab
  • Educate our Advisors on the latest technology and tools to help them grow and become more self-sufficient
  • Provide accurate, valid, and complete information by using the appropriate online and in-house resources
  • Collaborate with internal partners to ensure timely and accurate delivery of information
  • Maintain a strong band of communication between internal business partners, including operational partners and leadership
  • Demonstrate a basic understanding of features and benefits of Schwab tools, products, and services in order to operate effectively
  • Actively seek new learning opportunities within your current role to increase scope and production
  • Temporarily Remote

About our Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.”

This is not a contract role.

What you have

  • Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
  • 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
  • Willingness to pivot and constantly shift focus based on needs of the entire team and organization
  • Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy
  • Superior communication, presentation, interpersonal and listening skills
  • Knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
  • Demonstrated ability to prioritize business needs and manage time effectively
  • Technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness.
  • Knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce
  • Minimum of 1 year in Advisor Services preferred


Charles Schwab

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