Service Specialist
3 weeks ago
Position Type: Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You'll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you're looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.
What you have
We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
Required Qualifications:
* Undergraduate degree required
* Active and valid FINRA Series 7 license required
* Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
* Minimum 2 year of experience in the financial services industry working directly with clients
Preferred Qualifications:
* Experience servicing high-net-worth clients
* General understanding of brokerage regulations and rules that govern client accounts
* Demonstrated experience handling client concerns and issues with tact and diplomacy
* Excellent written and oral communication skills, attention to detail
* Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
* Need to be able to build and maintain good cross departmental working relationships
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future:
* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
-
Brokerage Customer Service Specialist
1 week ago
Irving, United States Motion Recruitment Full timePosition: Brokerage Customer Service SpecialistLocation: Irving TX(Hybrid model)Term: 06 MonthsFull on w2 contract financial Client.Required SkillSeries 7 License (can’t expire within 6 months)Brokerage/Securities experienceCustomer Service experience (client facing phone conversations and written correspondence)
-
Brokerage Customer Service Specialist
1 week ago
Irving, United States Motion Recruitment Full timePosition: Brokerage Customer Service SpecialistLocation: Irving TX(Hybrid model)Term: 06 MonthsFull on w2 contract financial Client.Required SkillSeries 7 License (can’t expire within 6 months)Brokerage/Securities experienceCustomer Service experience (client facing phone conversations and written correspondence)
-
Maintenance Specialist
2 weeks ago
Irving, TX, United States Mainstream Nonprofit Solutions Inc. Full timeDescription ****Average hourly rate is $21.53 (including wage, incentives, bonuses, overtime, shift differential, etc.)**** Mainstream Nonprofit Solutions has the job for you! We are looking for a full-time Maintenance Specialist to add to our team! All you need is a high school diploma. If you have experience in the facility maintenance field, that’s a...
-
Brokerage Customer Service Specialist
7 days ago
Irving, United States Motion Recruitment Partners LLC Full timeBrokerage Customer Service Specialist Irving, TX Hybrid Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Irving, TX (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term...
-
Customer Service Specialist
2 weeks ago
Irving, United States Collabera Full timeJob DescriptionJob Description Note: The position is Hybrid (Training is Onsite, then Hybrid - One week from Office, One week from Home). Series 7 license required – MUST BE ACTIVE (or within a 2-year window so it may be re-activated quickly) Position Details: Position: Customer Service Specialist Industry: Banking/Financial Services Job duration: 6...
-
Client Service Specialist
1 week ago
Irving, United States Crown Connect, Inc. Full timeJob DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In this role, you'll have the chance to build a strong foundation of customer...
-
Client Service Specialist
2 days ago
Irving, United States Crown Connect, Inc. Full timeJob DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Crown Connect, Inc. In this role, you'll have the chance to build a strong foundation of customer...
-
Customer Service Specialist
2 weeks ago
Irving, United States Darling International Full time* Irving, TX, USA * Salary * Full Time *Full Benefits* Come join us at Darling Ingredients -- we repurpose & reuse rather than discarding what others might consider as waste. We capture valuable ingredients and nutrients to help maximize what nature has to offer, providing components for a wide range of products, including pet food, fertilizer and...
-
Brokerage Customer Service Specialist
6 days ago
Irving, United States Motion Recruitment Full timeOutstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Customer Service Specialist in Irving, TX (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for...
-
Finra Series 7: Customer Service Specialist
2 weeks ago
Irving, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months.Job Title: Finra Series 7: Customer Service Specialist Location: Irving TX 75062 Pay Rate: $ W2 OnlyFinra Brokerage Check will be completed to ensure status 6 months , possible...
-
Finra Series 7: Customer Service Specialist
2 weeks ago
Irving, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months.Job Title: Finra Series 7: Customer Service Specialist Location: Irving TX 75062 Pay Rate: $ W2 OnlyFinra Brokerage Check will be completed to ensure status 6 months , possible...
-
Finra Series 7: Customer Service Specialist
2 weeks ago
Irving, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months. Job Title: Finra Series 7: Customer Service Specialist Location: Irving TX 75062 Pay Rate: $ W2 Only Finra Brokerage Check will be completed to ensure status 6 months ,...
-
Finra Series 7: Customer Service Specialist
2 weeks ago
Irving, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months.Job Title: Finra Series 7: Customer Service Specialist Location: Irving TX 75062 Pay Rate: $ W2 OnlyFinra Brokerage Check will be completed to ensure status 6 months , possible...
-
Finra Series 7: Customer Service Specialist
23 hours ago
Irving, United States Strategic Staffing Solutions Full timeStrategic Staffing Solutions is hiring Active Finra Series 7: Customer Service Specialists for our bank client in Irving, Texas. License can be inactive for no more than 24 months. Job Title: Finra Series 7: Customer Service Specialist Location: Irving TX 75062 Pay Rate: $W2 Only Finra Brokerage Check will be completed to ensure status 6 months , possible...
-
Specialist / Sr. Specialist, RFP
2 weeks ago
Irving, United States Resolute Investment Managers Full timeResolute Investment Managers, Inc.Specialist / Sr. Specialist, RFPResolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual...
-
Payroll Specialist
2 days ago
Irving, United States CornerStone Staffing Full timeJob DescriptionJob DescriptionPayroll Specialist Job SummaryCornerStone Professional Placement has partnered with a client in Irving, TX seeking an experienced Payroll Specialist to help process payroll and maintain employee records. In this role, you will help confirm time cards for employees, process multiple payrolls regularly, and run reports prior to...
-
Regional Renovation Specialist
1 week ago
Irving, United States 24 Hour Fitness USA, Inc. Full timeThe Regional Renovation Specialist travels between Health Club Facilities within their Region and performs a variety of cleaning, maintenance, and education tasks in conjunction with the local team members to keep the facility in a healthy, clean, an Specialist, Renovation, Facility Technician, Operations Manager, Regional, Cleaning, Instructor, Business...
-
Patient Billing Specialist
3 weeks ago
Irving, United States Financial Additions, Inc. Full timeFinancial Additions has partnered with a leading healthcare provider in search of a Patient Billing Specialist. Position will be in-office daily. Company offers:Value driven workplaceThe goal is to develop leadership qualities in all employees.Patient Billing Specialist responsibilities will include:Ensuring that all processes are performed in a timely and...
-
Marketing Specialist
3 weeks ago
Irving, United States PRIMUS Global Services, Inc. Full timePosting Date : 03/30 /2020 Employer : Primus Global Services, Inc Job Location :Irving, Texas Job Description : The marketing specialist plays a vital role in the success of our business development and customer support efforts in North America. The position will design, develop and implement successful communications initiatives and sales campaigns...
-
Communication Specialist
1 week ago
Irving, United States Alphalete Marketing Full timeCompany Description Alphalete Marketing is a leading marketing and sales with headquarters based in Irving, Texas. Our team prides itself on managing each of our client's accounts as successfully as possible. Therefore, we provide our clientele with the very best personnel. Each of our team members is highly motivated to deliver a personal...