Specialist Advisor Services
Your Opportunity
Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. While AS provides custodial services to nearly 14,000 independent advisory firms, Schwab has segmented their service model based on various factors including size of the firm, complexity, location, among others. This role specifically is within the Advisor Services Group (ASG) Teams segment of Advisor services, and we are responsible for servicing the needs of Advisors throughout the country that range between $100M-$300M. Our service teams add value to advisory firms by providing exceptional client service and support.
We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them manage their firm and meet their goals. RIAs and their clients are at the center of everything we do.
What is a Registered Investment Advisor (RIA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.
Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.
- Most Schwabbies have the opportunity to work in the office and/or at home based on their preference*
- Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
- Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.
*Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-
being of our employees
Our Enhanced Specialists build trust and inspire confidence through exceptional service, one interaction at a time. In AS, you are joining a team of professionals with a passion for providing a high-quality service experience to advisors and their firms in a fast-paced service center environment.
You will:
- Assist with advisor needs through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various.
- Handle more complex needs through inbound and outbound calls related to account maintenance topics (contact information updates, account updates, etc.), account restrictions, margin and balance information, among others required for the advisor to run their day-to-day business.
- Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills.
- Ability to use internal resources effectively to find answers and solutions to Advisor needs without the need for frequent assistance or support.
- Manage advisor needs through to completion by means of follow-up, advanced research, advisor advocacy, and collaboration with business partners to ensure timely and accurate delivery of information.
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of advisors’ needs, while documenting conversations in our internal Client Relationship Management (CRM) platform for a personalized approach to service.
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.
Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform.
What you have
- Excellent relationship building skills with demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.
- Strong performance against stated performance metrics for your current role.
- Ability to manage moderately complex work, be self-directed, and quickly develop a full understanding of our business and the RIA industry.
- Strong interpersonal, verbal, and written communication skills with a desire to work in a multi- channel virtual environment (phone and email).
- Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
- Sound judgement and the ability to balance effective risk management with problem solving for the variety of ways that advisors interact with Advisor Services.
- Minimum 6 months of customer service experience within Advisor Services.
- Bachelor’s degree or equivalent work experience
In addition to the salary range, this role is also 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