Sr Specialist, Advisor Wealth Services

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 
 
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
 
Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. This role is within the Enterprise Services Group (ESG) Service Teams, and we are responsible for servicing the needs of Advisors who are affiliated with TAMPs (Turnkey Asset Management Platform), Corporate RIA’s, or Independent Broker Dealers with assets under management at Schwab up to $300M. Our service teams utilize a network-based model to act as a specialized resource providing insightful solutions and a trusted service experience to our complex clients.
 
We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. Our Senior Enhanced Specialists build trust and inspire confidence through exceptional service, on every interaction with our clients. In AS Enterprise Services Group, you are joining a team of professionals with a passion for providing a high-quality service experience to advisors and their firms in a network-based service model. Assist with advisor needs through a mix of inbound calls, outbound calls, and e-mail related to all manner of topics presented to Schwab by clients, including long-term complex issues.
Be a primary or co-primary contact for RIA relationships, taking ownership of that firm’s servicing needs across the Schwab platform.
Manage advisor needs through to completion by means of follow-up, advanced research, advisor advocacy, and collaboration with business partners to ensure timely and accurate delivery of information
Help advisors understand how to operate their business efficiently in areas including digital adoption, reducing or limiting the frequency of requests that are not in good order, and assistance with any Schwab platform training needs for their staff
Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of advisors’ needs, while documenting conversations in our internal Client Relationship Management (CRM) platform for a personalized approach to service
Further our understanding of advisor relationships and their needs by navigating and building out advisor profiles using our CRM system
Ability to escalate complex issues and advocate for client-friendly solutions that minimize risk
Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform
Minimum 6 months of customer service experience in an enhanced role within Advisor Services preferred. Comparable experience outside of Advisor Services considered
Minimum 6 months in current role within Advisor Services
Excellent relationship building skills with demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
Ability to manage moderately complex work, be self-directed, and quickly develop a full understanding of our business and the RIA industry
Strong interpersonal, verbal, and written communication skills with a desire to work in a multi-channel virtual environment (phone, email, chat, web-directed)
Sound judgement and the ability to balance effective risk management with problem solving for the variety of ways that advisors interact with Advisor Services
Bachelor’s degree or equivalent work experience
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.
401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance