Advisor Services Specialist, Institutional Group

The Charles Schwab Corporation; Westlake (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical program

Paid parental leave and family benefit

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a dedicated Advisor Wealth Services professional to support Independent Advisors with custody, trading, and practice management needs. You will handle inbound/outbound calls and emails, drive issue resolution, and advocate for clients in a relationship-based service model.

Based in Westlake, TX, this on-site role emphasizes multi-channel support, product knowledge, and proactive problem solving to help advisors grow their practice while delivering

Qualifications

• Strong relationship building and problem-solving abilities across various levels.
• Excellent interpersonal, verbal and written communication skills in a multi-channel environment.
• Self-directed and able to influence advisor business through education and product knowledge.
• Demonstrated integrity, professionalism and strong work ethic with attention to detail.
• Good judgment balancing risk management with proactive problem solving.
• Minimum 6 months Advisor Wealth Services experience in an Associate or Specialists role.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Assist with advisor needs through inbound/outbound calls and emails on topics including new accounts, transaction status, money movement, transfers, retirement services, and account maintenance.
• Provide outstanding client service with a one-call resolution mentality and empathy.
• Manage advisor needs to completion via follow-up, research, advisor advocacy, and collaboration with partners for timely delivery.
• Practice active listening and document conversations in the CRM for a personalized service approach.
• Anticipate client issues and take steps to prevent future problems.
• Champion Schwab’s digital platform and guide advisor use of tools to encourage adoption.

Skills

Relationship building

Communication skills

Problem solving

Team player

Risk management

Organization

Advisor Wealth Services experience

Education

Bachelor’s degree or equivalent

Job description

The Charles Schwab Corporation is seeking a dedicated Advisor Wealth Services professional to support Independent Advisors with custody, trading, and practice management needs. You will handle inbound/outbound calls and emails, drive issue resolution, and advocate for clients in a relationship-based service model.

Based in Westlake, TX, this on-site role emphasizes multi-channel support, product knowledge, and proactive problem solving to help advisors grow their practice while delivering