Advisor Services - Advisor Support Associate
Company: Charles Schwab
Location: Sun City
Posted on: January 19, 2023
Job Description:
Position Type: RegularYour Opportunity*START DATE: Feb 21, 2023*
-Advisor Services (AS) is the industry leader in providing custody,
trading, technology, and practice management services to
independent advisory firms. - The AS service teams add value to
advisory firms across the country by providing exceptional client
service and support. -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. - We understand
their needs and work side by side providing the support they need
to help them manage their firm and meet their goals. RIAs and their
clients are at the center of everything we do. -This is not a
contract role. - -What is a Registered Investment Advisor (RIA)? An
advisor or firm engaged in the investment advisory business and
registered either with the Securities and Exchange Commission (SEC)
or state securities authorities. -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 work in the office and/or at home based on their preference*
-Employees may have the flexibility for a hybrid schedule, where
they divide their time between working remotely or in the office.
-Employees and managers can discuss additional flexibility options
based on their role, business needs, and individual circumstances.
- -*Subject to change. Schwab is continually evaluating its
approach to ensuring the safety and well-being of our employees
-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?What you are good atOur Foundational Associates
build trust and inspire confidence through exceptional service, one
interaction at a time. -In AS, you are joining a team of
professionals with a passion for providing a high-quality service
experience to advisors and their firms in a fast-paced, service
center environment. You will: -
Assist advisors with transactional
requests through a mix of inbound and outbound calls related to
money movement, transaction status, and transfer of accountsProvide
outstanding client service with a "one call resolution" mentality
while demonstrating empathy and problem-solving skillsChampion
client use of Schwab's digital platform and provide website
navigational support by leading with a superior understanding of
features and benefits of Schwab tools, products, and services in
order to encourage adoption of our industry leading platformOperate
in an environment of 'learn, practice, master' - layering on
knowledge and understanding enabling you to expand your career and
the variety of areas in which you service the advisors you
servePractice active listening, open-ended dialogue, and rapport
building to gain a thorough understanding of advisors' needs, while
documenting conversations in our internal Client Relationship
Management (CRM) platform for a personalized approach to assist
advisorsPractice active listening, open-ended dialogue, and rapport
building to gain a thorough understanding of advisors' needs, while
documenting conversations in our internal Client Relationship
Management (CRM) platform for a personalized approach to
serviceFurther our understanding of advisor relationships and their
needs by navigating and building out advisor profiles using our CRM
systemDemonstrate the ability to connect advisors with the
appropriate level of support for more complicated topic
areasCollaborate with internal partners to ensure timely and
accurate delivery of informationWhat our advisor clients say:
"Schwab is constantly surveying, constantly talking with firms like
ours to understand where we see the future of our business, so they
can help lead us there. This is unusual. A custodian, generally
speaking, will follow. Schwab leads." -Ralph D. Sinsheimer, The
Solaris Group, New York, New York -What you have
Excellent operational and
organizational skills with the ability to manage transactional
work, be self-directed, and quickly develop a full understanding of
our business and the financial services industryStrong
interpersonal, verbal, and written communication skills with a
desire to work in an inbound phone environment.Aptitude and passion
for working with technology and influencing our advisors in
becoming a digital practiceAbility to work in a fast-paced,
high-volume organization that remains committed to a secure and
client-focused experience Team orientation, enthusiasm,
professionalism and strong work ethic with high level of integrity
and ethicsPreference for prior customer service-related
experienceBachelor's degree or equivalent work experience"Schwab is
a collaborative, teamwork environment that I truly treasure. When
we start with teamwork, anything is possible." - Elizabeth Chu,
Service Professional, Advisor Services - -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. Explore .Schwab is
committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click to see the policy. Schwab is an affirmative action
employer, focused on advancing women, racial and ethnic minorities,
veterans, and individuals with disabilities in the workplace. If
you have a disability and require reasonable accommodations in the
application process, contact Human Resources at or call .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, Sun City , Advisor Services - Advisor Support Associate, Other , Sun City, Arizona
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