Relationship Specialist

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Job ID:
1230-31749
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Position Located In:
FL - Orlando
Education:
BA/BS
Job Type:
Full Time

Our Opportunity:

Looking for a career with purpose, aligned values, and work/life balance?  Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms.  The ACT service teams add value to IA firms across the country by providing exceptional customer service and operational support.

What is an Investment Advisor (IA)? 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’ll do:

Our Relationship Specialists build trust and inspire confidence through exceptional service, one connection at a time.  In ACT, you’re joining a team of client relationship professionals with a passion for finance in a fast-paced, inbound service center environment. Additionally, you will:

  • Complete an 11-week training course that will prepare you for success in Advisor Services
  • Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs and create long lasting relationships
  • Assist with client issues related to investments, tax reporting, transfers, and other account information
  • Collaborate 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:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Active and valid FINRA Series 7 & 63/66 licenses
  • Demonstrated ability to establish rapport over the phone and add value to clients through a consultative approach
  • Excellent operational and organizational skills with the ability to manage complex work, be self-directed, and quickly develop a full understanding of our business
  • Strong interpersonal, verbal, and written communication
  • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Minimum 4 years requisite experience, with emphasis on customer service preferred
  • Bachelor’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, Relationship Specialist, Advisor Custody & Trading

Where you'll be:

This role is located in the Schwab office at 1958 Summit Park Dr, Orlando, FL 32810

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Tuition Reimbursement, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Financial Fitness: 401k Match, Employee Discounts, Personalized Advice, Brokerage Discounts
  • Culture of employee development and promoting from within
  • The ability to earn an annual bonus based on company results and personal performance
  • Learn more about Life@Schwab
  • See Charles Schwab Benefits for more details
  • Hear from our employees on what it’s like to work at Schwab


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Position Located In:FL - Orlando
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.