Specialist, Technical Client 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).

Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients. A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs. Providing our clients with exceptional experiences is the priority at Schwab and in our APS team. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.

Through your client conversations you will:

• Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs
• Be a client advocate - Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue
• Provide solutions-based service - Provide web site support/problem resolution to Registered Investment Advisors (clients) in a timely, professional, and courteous manner
• Be consultative - Recommend solutions, when appropriate, to clients which align to their needs
• Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services. Additionally, strong partnership and collaboration with partner teams, sales, and other various partners is expected
• Demonstrate Problem Solving Skills - Research and resolve client questions about Schwab Advisor Services products. Demonstrate the ability to gather, analyze, and interpret information to resolve client issues

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 Qualifications:

• 2-4 years customer service experience
• Good understanding of Schwab Advisor Services products, processes, and departmental partners

Preferred Qualifications: 

• Solid knowledge of computer desktop and website navigation demonstrated through prior experience and/or education
• Strong customer service focus
• Effective verbal and written communication
• Consistently demonstrate a collaborative and relationship-focused work style with demonstrated success in a team environment and with internal business partners
• Consistently demonstrate effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
• Demonstrated experience supporting peers when needed and proactively helping in troubleshooting and problem resolution

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