Centralized Account Manager, Advisor Services Expert

2 weeks ago


Phoenix, Arizona, United States Charles Schwab Full time
Job Summary

We are seeking a highly motivated and experienced Centralized Account Manager to join our Advisor Services team. As a key member of our organization, you will be responsible for managing client relationships, identifying opportunities for growth, and providing exceptional service to our clients.

Key Responsibilities
  • Manage client relationships with emerging advisors, providing guidance and support to help them grow their businesses.
  • Work closely with leadership to develop and implement strategies to enhance client relationships and drive business growth.
  • Maintain strong communication with internal business partners, including service and leadership teams.
  • Stay up-to-date on industry trends and developments, identifying opportunities to enhance Schwab's market share.
  • Collaborate with cross-functional teams to develop creative solutions and drive business results.
Requirements
  • Active and valid FINRA Series 7 & 63 licenses required.
  • Minimum of 3 years of experience in Advisor Services, preferably with a strong background in client relationship management.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and projects.
  • Advanced technical skills, including proficiency in Microsoft Office and Salesforce.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement. We also offer opportunities for professional growth and development, as well as a collaborative and supportive work environment.

We are an affirmative action employer and are committed to diversity and inclusion in the workplace. If you have a disability and require reasonable accommodations in the application process, please contact Human Resources at or call.



  • Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Centralized Account Manager to join our Advisor Services team. As a key member of our organization, you will be responsible for managing client relationships and driving business growth.Key ResponsibilitiesManage client relationships with emerging advisors to identify opportunities for growth and...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor Job OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Advisor Employee Services is seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial plans to...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    At Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial...

  • Financial Planner

    2 weeks ago


    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityAdvisor Employee Services, a consulting firm located in Lenexa, Kansas, is seeking a skilled Financial Advisor to join our team. As a top 1% financial advisor in all 50 states, we represent the best interests of our clients and provide exceptional service.Key Responsibilities:Prepare and implement customized financial plans for...


  • Phoenix, Arizona, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Phoenix area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...


  • Phoenix, Arizona, United States Enterprise Holdings Full time

    Job Title: Automotive Service AdvisorEnterprise Fleet Management is seeking a highly skilled Automotive Service Advisor to join our team. As a key member of our fleet management team, you will be responsible for providing expert advice on vehicle maintenance and repair to our clients and partners.Key Responsibilities:Review and analyze repair orders to...


  • Phoenix, Arizona, United States Expert Institute Full time

    Job DescriptionAt Expert Institute, we're building the smarter future of legal technology. Our cloud-based expert service platform, Expert iQ, empowers attorneys with the expertise they need to win. We're proud to call some of the nation's most prominent law firms as clients, working together with our network of over 3 million subject-matter experts to...

  • Service Advisor

    1 week ago


    Phoenix, Arizona, United States Coulter Cadillac Buick GMC - Phoenix Full time

    Coulter Cadillac Buick GMC is seeking a professional Service Advisor to provide exceptional customer experiences. As a key member of our team, you will be responsible for greeting customers promptly, obtaining vehicle information, and clearly reporting vehicle symptoms.What We Offer:Full benefits packagePaid vacation and training401K...


  • Phoenix, Arizona, United States Paychex Full time

    Job SummaryWe are seeking a highly skilled Strategic Account Manager to join our team at Paychex. As a key member of our sales team, you will be responsible for providing exceptional service to our 401(k) clients, ensuring their retirement products needs are met.Key ResponsibilitiesAct as the primary contact for Strategic Accounts 401(k) clients, providing...


  • Phoenix, Arizona, United States Expert Institute Full time

    Expert Institute is revolutionizing the legal technology landscape with its cutting-edge expert service platform, Expert iQ. As a key member of our Customer Success team, you will play a vital role in driving growth and retention for our high-value subscription accounts. Your primary responsibility will be to build and maintain strong relationships with our...

  • Service Advisor

    4 weeks ago


    Phoenix, Arizona, United States Little Dealer Little Prices Full time

    Job Title: Service AdvisorAre you a people person with a passion for problem-solving and customer satisfaction? Do you have a strong work ethic and excellent communication skills? We're looking for a Service Advisor to join our team at Little Dealer Little Prices, Arizona's most respected RV dealership.Job Summary:We're seeking a highly motivated and...

  • Service Advisor

    2 weeks ago


    Phoenix, Arizona, United States Chapman BMW on Camelback Full time

    {"title": "Service Advisor", "description": "Service AdvisorChapman BMW on Camelback is seeking a skilled Service Advisor to provide exceptional customer service and support in our service department.Key Responsibilities:Meet and greet clients, confirm scheduled services, and write work ordersAdvise customers on necessary service and technician...


  • Phoenix, Arizona, United States Ken Garff Automotive Group Full time

    We're looking for a Service Advisor to join our team at Ken Garff Automotive Group. As a Service Advisor, you will be responsible for providing excellent customer service by listening to customer inquiries and requests, asking questions to identify service needs, resolving concerns, and selling additional services when appropriate.Key responsibilities...


  • Phoenix, Arizona, United States Expert Institute Full time

    Job OverviewExpert Institute is seeking a highly motivated and results-driven Customer Success Manager to join our dynamic team. As a key member of our Customer Success organization, you will be responsible for managing and growing a book of high-value subscription accounts, building strong relationships with our existing attorney clients, and driving...


  • Phoenix, Arizona, United States SHI GmbH Full time

    Job SummaryThe ASG Solutions Engineer - Managed Services is a key role at SHI GmbH, focused on driving growth of our managed services business by selling to new and existing customers.This position requires a subject matter expert in SHI's managed services portfolio, leveraging a consultative sales approach to qualify opportunities, understand customer needs...

  • Service Advisor

    1 week ago


    Phoenix, Arizona, United States Coulter Cadillac Buick GMC - Phoenix Full time

    Job DescriptionCoulter Cadillac Buick GMC - Phoenix is seeking a skilled Service Advisor to provide exceptional customer service and ensure a seamless vehicle maintenance experience.Key Responsibilities:Greet customers promptly and obtain necessary informationClearly report vehicle symptoms and recommend maintenance based on age, mileage, and historyPrepare...


  • Phoenix, Arizona, United States Dynamic Advisor Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Dynamic Advisor Solutions in Phoenix, AZ.The successful candidate will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. This will involve analyzing financial data, creating financial plans, and...