Specialist, CS&S Private Client Services

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 location(s).

Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.

We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

• Series 7 and 63 licensures required
• 6 months+ of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner.
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Ability to ask appropriate, probing questions to clearly understand the client’s needs. Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client.
• Collaborative and relationship-focused work style with demonstrated success in a team environment.
• Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.

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