Senior Specialist, AS Chat Services

Your Opportunity

Charles Schwab Advisor Wealth Services (AWS) is the industry leader in providing custodial, trading, technology, and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as increase profitably, compete in the marketplace, and succeed in their business efforts.

The AWS Chat team serves as a secondary point of contact for independent advisors who custody assets with Schwab. As a division of AWS, our goal is to provide world class service that promotes the firm’s Purpose to “champion every client’s goals with passion and integrity.” We foster an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time.

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.

What you are good at

As a Sr Specialist in AWS Chat, you will pursue our mission and values through: 

• 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.

What you have

Required Qualifications:

• 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 Level 1
• Securities Industry Essentials (SIE)