Senior Specialist, AS Chat Service

Your Opportunity

Advisor Wealth Services (AWS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms.  The AWS chat team adds value to advisory firms across the country by providing exceptional client service and support through chat channels.

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.

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 RIA industry together.

What you are good at

Our Sr. Specialists build trust and inspire confidence through brilliant experiences. In AWS chat you are joining a team of professionals with a passion for providing high-quality service experience to advisors in an electronic setting.

• Assist with advisor needs through chat related to all manner of topics including opening new accounts, transfer of account, retirement services, and various other account maintenance topics required for the advisor to run their day-to-day business and succeed at their longer-term goals.
• Provide outstanding client service with a first-touch resolution mentality while demonstrating empathy and problem-solving skills
• Manage advisor needs by means of advanced research and use of digital resources to ensure timely and accurate delivery of information
• Anticipate advisor issues and problems; and proactively take necessary steps to prevent such problems from occurring in the future
• 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

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

Required Qualifications:

• Securities Industry Essentials (SIE) license
• Minimum 6 months Advisor Wealth Services experience in a Specialists role/2 years AWS experience
• Outstanding customer service experience with strong interpersonal, verbal, and written communication skills  
• Well-developed and effective writing skills to establish trust and rapport with advisors through written communication
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• Team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Excellent relationship building skills with demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet

Preferred Qualifications:

• Digital Certification Levels 1&2