Service Relationship Manager, AS Enterprise Group

The Charles Schwab Corporation; Orlando (FL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Service Relationship Manager within Advisor Services to deliver premier client service to top-tier RIAs and their clients.

You will manage advisor relationships, coordinate with_sales and leadership, and drive adoption of Schwab tools while mitigating risks and shaping service strategy. A strong focus on communication, collaboration, and mentorship will be essential.

Qualifications

• Minimum of 3 years in Advisor Services preferred.

Responsibilities

• Manage workflow and projects of your primary advisor relationships while providing superior overall relationship management service to our top-tier advisors in a fast paced, team environment.
• Maintain a strong band of communication between internal business partners, including sales and leadership.
• Manage and grow the existing relationship with your clients by influencing positive change in their operations, as well as communicating policy changes to them.
• Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based service.
• Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
• Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment. Support and develop Service employees through New Hire assistance and mentorship programs to circulate knowledge and best practices.

Skills

Relationship management

Communication skills

Presentation skills

Negotiation

Problem solving

Teamwork

Analytical skills

Time management

Travel readiness

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.

Our AS Service Relationship Managers provide dedicated service to our top-tier advisors. We put our Premium advisors at the center of everything we do. AS Service Relationship Managers have a deep expertise and understanding of their advisor’s business that allows them to provide a dedicated level of service.

What you are good at

• Manage workflow and projects of your primary advisor relationships while providing superior overall relationship management service to our top-tier advisors in a fast paced, team environment.
• Maintain a strong band of communication between internal business partners, including sales and leadership
• Manage and grow the existing relationship with your clients by influencing positive change in their operations, as well as communicating policy changes to them.
• Demonstrate superior understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based service.
• Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.
• Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment. Support and develop Service employees through New Hire assistance and mentorship programs to circulate knowledge and best practices.

What you have

• Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative.
• Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.
• Superior communication, presentation, interpersonal and listening skills.
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of Advisor Services products, services, complex subject matters, policies and procedures as well as demonstrated brokerage industry knowledge.
• Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.
• Initiative to create change through process improvements, training and streamlining functions.
• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to identify and quickly resolve potential risk situations with creative solutions including exceptions.
• Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
• Skill and experience in delivering professional presentations to both large and small groups.
• Flexibility to travel for client visits/events on a limited basis.
• FINRA Series 7, 63.
• Minimum of 3 years in Advisor Services preferred.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance