Job Description

Your Opportunity
Schwab Advisor Services, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms (RIAs). It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, contend and succeed in their business efforts. Schwab Advisor Services serves over 7500 independent advisory firms who custody approximately $1 trillion of assets with Schwab.

What you are good at

* Provide general support to a high volume sales team.
* Coordinate internal and external resources to advance the teams mission.
* Support the sales process and activity within the region, including but not limited to compliance support, resource coordination, sales material preparation, calendar management.
* Impact client experience by interacting with end clients, primarily by phone, to facilitate the onboarding experience with Schwab Advisor Services.

What you have

* Bachelors degree or equivalent work experience
* FINRA Series 7 and 63 Licenses (may be obtained via condition of employment)
* 2+ years financial services experience required, Schwab Advisor Services operations preferred
* 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









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Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: Whats it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment 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 here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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