Charles Schwab · 17 hours ago
Advisor Services Alternative Investing, Sr. Specialist
Westlake, TX, US
Full-time
Onsite
Senior Level
$68K/yr - $88K/yr
5+ years expCharles Schwab is a leading provider of custodial, trading, technology, and practice management services to registered independent advisory firms. The role involves partnering with internal and external clients to provide expertise on alternative investments and enhance the client experience through effective communication and problem resolution.
Financial Services
Responsibilities
You will join a team of 40-45 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments thru phone calls and electronic channels
You will partner with Advisor Services Sales, Service, Advisor Family Office, Operations and Registered Investment Advisors (RIAs) to understand the diverse needs of high-net-worth advisors and clients, serving as the central point of contact for alternative investments
You will educate clients, prospects, and business partners and resolve issues on matters relating to regulation, legislation, exemptions, filings and Schwab’s Alternative Investment process, service, and policy
Provide phone and email-based support to enhance the client experience and promote client retention through service quality and delivery of timely and accurate information
Qualification
Required
Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language
Problem resolution skills as well as effective collaboration across departments to resolve issues, and the ability to build a consensus and persuade others in a matrixed organization
Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management
Exceptional attention to detail and analytical skills
Excellent time and resource management skills
Preferred
Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills
Minimum 5 years' experience in operations or client service role
Working experience of Alternative Investments (types, structures, and associated documentation)
The ability to embrace change and innovation
Bachelor's degree
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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