Specialist, AS Specialty Service

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.

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 location(s).

Charles Schwab Advisor Wealth Services is an industry leader in providing custodial, trading, technology, and practice management solutions to independent advisory firms. As an integral part of Advisor Wealth Services, Schwab Alliance provides premium services for clients of independent financial advisors, including practical financial tools, resources, and a dedicated service team that complements the advisor-client relationship. 

As an Alliance Customer Service Specialist, you’ll be the primary point of contact for clients of independent advisors who custody assets with Schwab. In this phone-based role, you’ll help clients navigate account needs such as new accounts, transaction status, money movement, transfers of account, retirement services, and account maintenance. Your ability to listen carefully, communicate clearly, build trust, and guide issues through to resolution will help create a service experience that reflects Schwab’s commitment to integrity and client care. 

You’ll work in a highly collaborative team environment where client advocacy, sound judgment, follow-through, and partnership with business partners are essential. You’ll also help clients make the most of Schwab’s digital platform by providing website navigation support and explaining tools, products, and services in a way that encourages confident adoption. Through ongoing learning, use of Knowledge Center resources, and clarifying questions, you’ll continue building subject matter expertise while contributing to a One Schwab culture focused on positive outcomes. 

After your first 90 days in the role, you’ll have the opportunity to enroll in Schwab’s self-study program for the FINRA Series 7 and 63/66 licenses, supporting your continued growth in financial services. 

What you have

We’re looking for a client-focused professional who can build rapport over the phone, stay resilient in a continuous call environment, adapt as business conditions evolve, and take ownership of complex client needs from start to finish. 

Required Qualifications 

• 6+ months of Alliance experience and SIE required. 
• Demonstrated ability to provide outstanding client service with empathy, active listening, problem solving, and a one-call resolution mindset. 
• Ability to establish trust and rapport with clients in an inbound phone environment while communicating clearly and professionally. 
• Ability to manage client needs through completion by researching details, advocating for clients, collaborating with business partners, and delivering timely and accurate information. 
• Strong organizational skills with the ability to manage complex work, self-direct, and quickly build knowledge of business processes, tools, products, and services. 

Preferred Qualifications 

• Resilient, adaptable approach to supporting client satisfaction in a continuous call environment. 
• Drive to continuously improve the client experience and anticipate client issues before they occur. 
• Comfort championing digital adoption by helping clients understand website navigation, platform features, and Schwab tools. 
• Proactive learning mindset with the ability to use resources, ask clarifying questions, and grow into a subject matter expert for the team. 
• Team orientation, motivation, professionalism, strong work ethic, and a high level of integrity and ethics. 
• Willingness to seek opportunities to take on additional team responsibilities.