Relationship Specialist, Family Office Service

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Job ID:
0609-34466
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Customer Service-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Position Located In:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time
Description:

Orlando - FL, BIFL8H, 4848 S Apopka Vineland Rd, 32819
Curtis A Crawford
0609-34466

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

 

Our Opportunity:

In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.  We are excited to launch a new Family office service team dedicated to championing and serving the unique needs of advisors in this space.

The Service Relationship Managers provide dedicated, premier service to our advisors and their UHNW end clients in the family office segment model.  Service Relationship Managers have a deep expertise and understanding of their advisor’s business that allows them to provide them with a dedicated level of service. 

 

What you’ll do:

  • Manage workflow and projects of your primary advisor relationship while providing superior overall relationship management service to our advisors and their end clients in a fast paced, team environment.
  • Maintain a strong band of communication between internal business partners, including sales and leadership.
  • Manage and grow the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them.
  • Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution based service.
  • Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
  • Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment.

 

What you have:

  • Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative. 
  • Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.
  • Superior communication, presentation, interpersonal and listening skills. 
  • Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
  • In-depth knowledge of Advisor Services products, services, complex subject matters, policies and procedures as well as demonstrated brokerage industry knowledge. 
  • Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet. 
  • Initiative to create change through process improvements, training and streamlining functions.
  • Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
  • Ability to identify potential risk situations and mitigate timely and effectively.
  • Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
  • Skill and experience in delivering professional presentations to both large and small groups.
  • Flexibility to travel for client visits/events on a limited basis.
  • FINRA Series 7, 63, 9 and 10 licenses.
  • Minimum of 3 years in Advisor Services preferred.

 

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 
Learn more about Life@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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Customer Service-2-5 yrs, Financial Services-2-5 yrs
Position Located In: TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Tuesday, August 1, 2017
Expiration Date: Saturday, August 26, 2017
Apply Here
Apply Now    

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.