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Charles Schwab · 18 hours ago

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

US-FL-Orlando

Full-time

Onsite

Entry Level

$26.88/hr - $38.51/hr

1+ years exp

Charles Schwab is a leading financial services firm that empowers its employees to make a significant impact on their careers. The Sr. Specialist, Service Concierge will provide premium operational service and support to Wealth Advisors and Financial Consultants, ensuring exceptional client service and effective case management within the Schwab Wealth Advisory program.

Financial Services

Responsibilities

Deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows

Provide white glove service through strong problem resolution and anticipating client needs

Articulate our processes and operating standards to Advisors, Financial Consultants, and other key business partners

Proactively leverage tools and resources within their problem-solving process

Develop and maintain good cross departmental working relationships

Collaborate and support team members through a relational work style

Qualification

FINRA Series 7 licenseFINRA 6663/65 licensesFinancial services experienceCRM software (Salesforce)Client orientationOralThoroughnessBuilding collaborative relationshipsWritten communicationFostering teamwork