Advisor Services Associate – Denver

Your Opportunity: Remote Opportunities 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 thats 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.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?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.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.

What you are good at: Our Advisor Services Associates (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 accounts.Provide outstanding client service with a one call resolution mentality while demonstrating empathy and problem-solving skillsChampion client use of Schwabs 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 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 information.What 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 experienceBachelors degree or equivalent work experienceSchwab is a collaborative, teamwork environment that I truly treasure.

When we start with teamwork, anything is possible.

Elizabeth Chu, Service Professional, Advisor ServicesColorado Compensation:Target Total Compensation
– $37,200-60,300Your actual pay will be based on your skills and experience talk with your recruiter to learn more.LI-AV1