Specialist, CS&S Managed Investing 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 locations.

As a Specialist in Managed Investing (MI), you’ll utilize your growing expertise to champion our MI clients’ personal financial goals, working as the first point of contact as they call or chat in for support, education, and guidance. While working in a dynamic environment, you’ll leverage your passion for client service and wealth management as you expand your knowledge on Schwab Managed Investing products and deliver impactful client solutions.

You’ll have the opportunity for further licensing and additional training in our specialized client segment, aimed at developing future advice/guidance experts and leaders.

In this role, you’ll have the opportunity to: 

• Provide exceptional service and support via phone to both clients and internal partners related to clients assigned to the Portfolio Solutions Group, and clients enrolled in Schwab Intelligent Portfolios (SIP) and Schwab Intelligent Premium (SIPP) offers.
• Assist in completing the account open process for managed products
• Assist clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
• Schedule appointments for SIP Premium clients
• Utilize judgement to make good decisions for escalated issues and enforce company policies in accordance with applicable regulations and procedures
• Demonstrate strong EDGE skills, including identification of unstated client needs
• Provide support to other client service queues and business partners as needed
• Complete hands-on training with managed products and robo-advising tools.

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:

• 1+ Years of experience in financial services and/or brokerage services
• Series 7 and 63 licenses
• Experience and knowledge of the Retail investment advisory business, preferably with Schwab Managed Account Solutions, SalesForce, ROE, ngOMS, and Microsoft Office

Preferred Qualifications:

• Associate degree or higher
• Strong interest to deepen your understanding of asset allocation, portfolio construction, and modern portfolio theory
• Excellent analytical skills and trading experience with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines 
• Ability to ask appropriate, probing questions to clearly understand the client’s needs, using good judgment when responding, and selecting language and examples tailored to the specific experience level of the client 
• Collaborative and relationship-focused work style with demonstrated success in a team environment 
• Possesses strong time management & communication skills, positive demeanor, enthusiasm, professionalism, and a strong work ethic
• Openness to ongoing coaching and development to achieve positive client outcomes and career aspirations

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