Senior Specialist, Alternative Investments

1 month ago

Westlake TX United States Charles Schwab Full time
Position Type: RegularYour 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.

 

Advisor Services is the leading provider of custodial, trading, technology, and practice management to registered independent advisory firms. We provide 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.


Advisor Services Alternative Investment Services is an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. The team educates and partners with clients, prospects, and internal business partners on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.

 

As a Senior Specialist, your responsiblities will include but not be limited too:

  • You will join a team of 35-40 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments.
  • You will partner with Advisor Services Sales, Service, Advisor Family Office, Operations and RIAs to understand the diverse needs of high-net-worth advisors and clients, serving as the central point of contact for alternative investments.
  • You will educate clients, prospects, and business partners and resolve issues on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.
  • Provide phone and email-based support to enhance the client experience and promote client retention through service quality and delivery of timely and accurate information.
What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

 

Required Qualifications

  • Minimum 5 years’ experience in operations or client service role, including call center experience.
  • Experience working in an office experience and working in a multi-screen environment with Microsoft products.
  • Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language.
  • Problem resolution skills as well as effective collaboration across departments to resolve issues, and the ability to build a consensus and persuade others in a matrixed organization.
  • Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management.
  • The ability to embrace change and innovation.
  • Exceptional attention to detail and analytical skills.
  • Excellent time and resource management skills.  

Preferred Qualifications

  • Bachelor’s degree or equivalent experience.
  • Working experience of Alternative Investments (types, structures, and associated documentation).

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 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 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

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