Sr Specialist, Service Associate - Schwab Wealth Advisory
Company: Charles Schwab
Location: Coppell
Posted on: April 25, 2024
|
|
Job Description:
Position Type: RegularYour opportunityAt Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together.--- - -As a
Sr. Specialist, Service Associate in our Centralized Service &
Operations group, you will be joining a team that supports our
Schwab Wealth Advisory clients. On this client-facing, in-bound
phone team, you will be able to build on your growing expertise to
deliver extraordinary and consistent service. Through mentorship,
coaching, and ongoing training, you will have the opportunity to
develop a strong foundation in wealth management, allowing you to
act as a subject matter expert with clients as you provide
technical assistance and place solicited trades. You'll strengthen
client relationships as you provide resolutions on questions
regarding portfolio management, financial planning, and financial
markets and the economy. If you're looking for a role with a firm
that will prioritize your development and set you on the path to
becoming a Wealth Advisor, this could be the opportunity for you. -
-What you haveWe place a premium on high performance, quality
service and the ability to contribute to the Schwab Wealth Advisory
Investment strategy. -Required Qualifications: ---- -Undergraduate
degree required -Active and valid FINRA Series 7 license
required--- -Active and valid FINRA 66 licenses required---(may be
obtained with a 120-day COE)--- -Minimum 2 year of experience in
the financial services industry---working directly with clients -
-Preferred Qualifications: - -Experience servicing high-net-worth
clients - -General understanding of brokerage regulations and rules
that govern client accounts -Demonstrated experience handling
client concerns and issues with tact and diplomacy -Excellent
written and oral communication skills, attention to detail -Ability
to work independently and effectively as part of a team, while
handling multiple tasks and responsibilities simultaneously -Need
to be able to build and maintain good cross departmental working
relationships -
What's in it for youAt Schwab, we're committed to empowering our
employees' personal and professional success. Our purpose-driven,
supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance
industry. Our approach balances our ongoing commitment to workplace
flexibility, serving our clients, and our strong belief in the
value of being together in person on a regular basis.We offer a
competitive that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, Lewisville , Sr Specialist, Service Associate - Schwab Wealth Advisory, Other , Coppell, Texas
Click
here to apply!
|