SI Service Sr. Specialist
Description: SI Managed Accounts Senior Service 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.
Group Objective / Purpose Provide superior service to our Investment Managers that differentiates us from our competitors and serves as a sustainable competitive advantage.
Brief Description of Role Needed Provide a superior level of client service and operations support to Investment Advisors.
Follow up on information required to process requested transactions.
Respond to questions and resolve issues within scope of knowledge and authority.
Identify and escalate those out of scope.
Research errors.
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.
Internally interact with peers and other internal departments to resolve operational issues.
Externally have interaction with Investment Advisors.
Customer contacts must be handled with the highest level of customer service.
Contacts are routine and within established guidelines.
Work in a collaborative team environment.
Technical / Functional Qualifications Needed Passion for Service- Focuses on clients as a first priority.
Strives to meet and exceed the expectations and requirements of internal and external clients, and works to do what is best for all stakeholders including clients, shareholders,employees, etc. Results Oriented and Drives Execution Sets and pursues aggressive goals, demonstrates a strong commitment to organizational success, is able to marshall resources to accomplish projects and handles multiple projects simultaneously.
Assigns/assumes clear authority and accountability, tackles problems directly and with a sense of urgency.
Demonstrates a consistent bias to action.
Adaptability/Self Development Continuously seeks new challenges and learning opportunities.
Actively seeks feedback, gains insight from experiences, learns quickly when faced with problems and is personally committed to self-improvement.
Demonstrates awareness of own strengths and weaknesses.
Maintains and projects confidence and a positive outlook while under pressure and handles crisis situations or roadblocks constructively.
This Position is located in Phoenix, AZ. Will hire up to Grade 56, depending on experience.
Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications None Relevant Work Experience Brokerage Operations-2-5 yrs Position Located In AZ - Phoenix Education BA/BS Job Type Full Time
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