Regional Support Specialist, Schwab Advisor Services

Job Description

Your Opportunity

Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you’re interested in working to help grow the business of independent investment advisor firms, there’s a place for you at Charles Schwab Advisor Services to do the following: Provide the highest level of support to existing Schwab Advisor Services clients. Keep clients abreast of products and services that will help their practices and build their relationship with Schwab. Actively seek and develop new client relationships as well as seek to increase Schwab's custodial role with existing relationships.

What you’re good at

• General Management – Overall management of the region or territory activity and office management. Coordination and submission of compliance reporting requirements.
• Sales Support – Support of the sales process and activity within the region or territory. Production of sales materials and presentations.
• Client Experience – Serve as advocate for advisor clients. Provide backup support for Relationship Managers and Managing Directors. Produce client agreements for pricing and benefit offer delivery. Build active relationships with internal service partners to jointly deliver outstanding client service.

What you have

• 2+ years financial services experience required
• Advisor Services operations experience a plus
• Experience in client service or sales support roles required
• Strong client service skills with ability to anticipate and resolve problems with own initiative
• Knowledge of Schwab products and services and brokerage industry including operations and trading
• Excellent verbal and written communication skills
• Strong PC skills in MS office applications including Excel and PowerPoint are required
• Well organized with good time-management skills
• Bachelor degree preferred
• Series 7 and 63 required or obtained within 6 months