Centralized Account Manager, Advisor Services Expert
2 weeks ago
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.
- 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.
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.
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Centralized Account Manager
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