Schwab’s purpose is to help everyone become financially fit. Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent, fee-based investment advisors. We’re looking for individuals excited about helping advisors grow successful businesses using sophisticated tools and wealth-management services.
Service Specialist
Schwab Advisor Services |Trading & Operations | IST/Mid Market East
The IST/ MidMarket East Teams provide dedicated service to a financial advisors. The focus is on building relationships and a more personalized approach to service. These Service Specialists build strong rapport with advisors, know them on a first name basis and provide that one on one service that Schwab is known for.
Job Description
Position Highlights
As a Service Specialist, you will provide superior service to our Investment Managers. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. Additionally,
- Follow-up on information required to process requested transactions
- Respond to questions and resolve issues within scope of knowledge and authority
- Responsible for accuracy and timeliness of own work. Work must be processed within established time frames, in accordance with service standards and SEC rules and regulations.
- Customer contacts must be handled with the highest level of customer service. Contacts are routine and within established guidelines. Work in a collaborative team environment.
The ideal candidate offers:
- Excellent operational and customer contact skills with the ability to manage and process complex operational work
- Provide superior follow-up, along with excellent interpersonal, verbal, and written communication skills
- Ability to organize and complete projects. Must be team-oriented with the ability to act as a resource for development of the team’s effectiveness. Must have the ability to quickly develop a full understanding in New Accounts (NAC), Transfer of Assets (TOA), Cashiering, Account maintenance processing
- PC literacy with a strong knowledge of MS Office. The ability to quickly master other related business systems.
- Two to four years financial services experience
- Series 7 & 63 preferred.
This is a summary only and duties and responsibilities may be changed from time to time, or over time. Please note, not all applicants may be contacted for an interivew.
This position is located in Orlando, FL.
