SI Senior Service Relationship Specialist
Description: SI Senior Service/Relationship Specialist Schwab Institutional | Trading & Operations Schwab Institutional, a division of Charles Schwab & Co., Inc. is the leading provider of custody, trading, technology and practice management to registered independent advisory firms.It provides access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.
Job Description Position Highlights As a Service Relationship Specialist, you will provide superior service to our Investment Advisors.
It’s the superior level of customer service that we are renowned for that differentiates us from our competitors and serves as a sustainable competitive advantage.
Additionally, in this fast paced environment Service Specialists, · Follow-up on information required to process requested transactions · Respond to questions and resolve issues within scope of knowledge and authority · Responsible for accuracy and timeliness of own work.
Work must be processed within established time frames, in accordance with service standards, and SEC rules and regulations.
· Customer contacts must be handled with the highest level of customer service.
Contacts are routine and within established guidelines.
· Works in a collaborative team environment and is a positive influence within a team model structure.
The ideal candidate offers: · Excellent operational and customer contact skills with the ability to manage and process complex operational items · Provide superior follow-up, along with excellent interpersonal, verbal, and written communication skills · Ability to organize and complete multiple competing projects.
Must be team-oriented with the ability to act as a resource for development of the overall team’s effectiveness.
Must have the ability to quickly develop a full understanding in New Accounts (NAC), Transfer of Assets (TOA), Cashiering, Account maintenance processing · PC literacy with a strong knowledge of MS Office products.
The ability to quickly master other related business systems.
· Two to four years financial services experience · NASD Series 7 & 63 licenses preferred, Series 9 & 10 a plus.
Non-licensed, customer focused individuals with a desire to obtain licensing are encouraged to apply.
This position may be graded as a 54, 55 or 56 based upon experience.
This is a summary only and duties and responsibilities may be changed from time to time, or over time.
This position is located in Phoenix, AZ More about Schwab Institutional® Schwab Institutional (SI) pioneered the business of serving independent, fee-based investment advisors, and we’re the industry's leading provider of custody, trading, technology and practice management resources to approximately 5,000 registered independent advisory firms, who manage $352 billion on behalf of their clients.
SI helps advisors to grow, compete and succeed.
SI plays a key role in Schwab's affluent strategy via the Schwab Advisor Network®, which provides marketing resources and client referrals to 330 of our top advisors via a joint initiative with Schwab’s Retail Client Sales and Service enterprise.
SI clients represent 37% of Schwab’s total client assets.
Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications NASD Series 10, NASD Series 7, None, NASD Series 9, NASD Series 63 Relevant Work Experience Brokerage Operations-2-5 yrs Position Located In AZ - Phoenix Education BA/BS Job Type Full Time
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