Specialist, AS Service

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).

Advisor Wealth Services (AWS) is an industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. Within AWS, the Institutional Group (IG) Service team provides dedicated, relationship-focused support to Registered Investment Advisors (RIAs) nationwide, serving firms with assets under management at Schwab ranging from $700 million to more than $4.5 billion. As an AS Service Specialist (IG), you will act as a trusted resource for advisors by helping navigate complex service needs, coordinating with internal business partners, and providing timely, accurate, and personalized support that enables advisors to better serve their own clients.

In this role, you will build strong relationships and inspire confidence through exceptional service and thoughtful problem solving. You will leverage sound judgment, research capabilities, and collaboration to resolve a wide range of advisor inquiries, advocate for advisor needs, and drive issues through to resolution. Success in this role requires the ability to anticipate challenges, communicate effectively across multiple channels, and deliver a seamless service experience while helping advisors maximize the value of Schwab’s tools, resources, and digital capabilities. Your contributions will directly support advisor satisfaction, strengthen client relationships, and help drive positive outcomes for advisor firms and the investors they serve.

What you have

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

Required:

• 6+ months of experience in an Advisor Wealth Services Associate role.
• Bachelor’s degree or equivalent combination of education and relevant work experience.
• Proven ability to develop trusted relationships, collaborate effectively with individuals at all levels, and confidently navigate complex advisor interactions while delivering exceptional service and solutions.
• Ability to manage moderately complex work independently and influence advisor business through education and product knowledge.
• Strong interpersonal, verbal, and written communication skills, supported by exceptional organization and attention to detail, with the ability to deliver a high-quality service experience across phone, email, and digital channels.
• Ability to collaborate effectively across teams and business partners while maintaining a high level of professionalism and integrity.
• Sound judgment and the ability to balance effective risk management with practical problem-solving.

Preferred:

• Securities Industry Exam (SIE) license preferred

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