Charles Schwab Regional Support Specialist, Advisor Services Relationship Management in Novi, Michigan
Novi - MI, SIMINOV, 39555 Orchard Hill Pl, Ste 451, 48375-5379
Curtis A Crawford
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you’re interested in working to help grow the business of independent investment advisor firms, there’s a place for you at Schwab Institutional. Provide the highest level of support to existing Schwab Advisor Services clients. Keep clients abreast of products and services that will help their practices and build their relationship with Schwab. Actively seek and develop new client relationships as well as seek to increase Schwab's custodial role with existing relationships.
What you’ll do:
Success in the Sales Support role:
General Management - Overall management of the region or territory activity and office management
Sales Support - Support of the sales process and activity within the region or territory
Client Experience - Proactive activity by Sales Support personnel that trend to and further support relationship management or business development The focus of the Sales Support roles is to support client, RM and BDO activities. This support involves interfacing with end clients, primarily by phone, to facilitate the day to day operations of working with Schwab Advisor Services, Trading & Operations (AST&O). It also entails providing sales support to Relationship Managers and Business Development Officers to free them to focus on growing assets and revenue.
What you have:
2+ years financial services experience required
Schwab Advisor Services operations preferred
Experience in client service or sales support roles required
Bachelor degree preferred
Strong client service skills with ability to anticipate and resolve problems with own initiative
Knowledge of Schwab products and services and brokerage industry including operations and trading
Excellent verbal and written communication skills
Strong PC skills in MS office applications including EXCEL and PowerPoint are required
Well organized with good time-management skills
Series 7 and 63 required or obtained within 6 months
What you’ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/%22 .
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 7
Relevant Work Experience: Financial Services-6+ yrs, Business Development and Sales-6+ yrs, Customer Service-6+ yrs, Business Development and Sales-2-5 yrs, Financial Services-2-5 yrs
Position Located In: MI - Novi
Job Type: Full Time
Activation Date: Friday, August 4, 2017
Expiration Date: Saturday, September 2, 2017