Sr. Specialist, Alternative Investments

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

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us ' challenge the status quo ' and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Advisor Services is the leading provider of custodial, trading, technology, and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts.

Advisor Services Alternative Investment Services is an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. The team educates and partners with clients, prospects, and internal business partners on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.

In this role you will:

• You will join a team of 40-45 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments through phone calls and electronic channels.
• You will partner with Advisor Services Sales, Service, Advisor Family Office, Operations and Registered Investment Advisors (RIAs) to understand the diverse needs of high-net-worth advisors and clients, serving as the central point of contact for alternative investments.
• You will educate clients, prospects, and business partners and resolve issues on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy.
• Provide phone and email-based support to enhance the client experience and promote client retention through service quality and delivery of timely and accurate information.

What you have

To ensure that we fulfill our promise of ' challenging the status quo ' this role has specific qualifications that successful should have.

Required Qualifications:

• Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language.
• Problem resolution skills as well as effective collaboration across departments to resolve issues, and the ability to build a consensus and persuade others in a matrixed organization.
• Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management.
• Exceptional attention to detail and analytical skills.
• Excellent time and resource management skills.

Preferred Qualifications:

• Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills.
• Minimum 5 years’ experience in operations or client service role.
• Working experience of Alternative Investments (types, structures, and associated documentation).
• The ability to embrace change and innovation.
• Bachelor’s degree

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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