Senior Alternative Investments Specialist — Client Solutions

The Charles Schwab Corporation; Orlando (FL); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation in Orlando is seeking a dedicated Advisor Services professional to service high-net-worth clients via phone and email. You will work with Advisor Services Sales, Service, and RIAs to tailor solutions, provide education on investments, and resolve issues with regulatory and process knowledge.

The role emphasizes accurate information delivery, cross-functional collaboration, and a proactive client-centric approach in a fast-paced environment.

Qualifications

• Solid communication skills, both verbal and written.
• Problem resolution skills and cross-department collaboration.
• Ability to identify business risks and articulate them to partners and management.
• Exceptional attention to detail and analytical skills.
• Excellent time and resource management.

Responsibilities

• Provide phone and email-based client service to complex investments.
• Partner with Sales, Service, and RIAs to understand high-net-worth client needs.
• Educate clients, prospects, and partners on regulatory, exemption, and process matters.
• Resolve issues and deliver timely, accurate information to enhance client experience.

Skills

Communication skills

Problem solving

Business judgment

Attention to detail

Time management

Education

Bachelor's degree

Job description

The Charles Schwab Corporation in Orlando is seeking a dedicated Advisor Services professional to service high-net-worth clients via phone and email. You will work with Advisor Services Sales, Service, and RIAs to tailor solutions, provide education on investments, and resolve issues with regulatory and process knowledge.

The role emphasizes accurate information delivery, cross-functional collaboration, and a proactive client-centric approach in a fast-paced environment.