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. _

　　As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Fixed Income and Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.

　　What you have

　　We place a premium on high performance, quality service and the ability to contribute to the SWAI strategy.

　　Required Qualifications:

　　Undergraduate degree required

　　Active and valid FINRA Series 7 license required 

　　Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE) 

　　Minimum 2 year of experience in the financial services industry working directly with clients

　　Preferred Qualifications:

　　Experience servicing high-net-worth clients

　　General understanding of brokerage regulations and rules that govern client accounts

　　Demonstrated experience handling client concerns and issues with tact and diplomacy

　　Excellent written and oral communication skills, attention to detail

　　Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

　　Need to be able to build and maintain good cross departmental working relationships

　　What’s in it for you

　　At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

　　We offer a competitive benefits package that takes care of the whole you – both today and in the future:

　　401(k) with company match and Employee stock purchase plan

　　Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

　　Paid parental leave and family building benefits

　　Tuition reimbursement

　　Health, dental, and vision insurance

　　What’s in it for you:

　　At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

　　We offer a competitive benefits package that takes care of the whole you – both today and in the future:

　　401(k) with company match and Employee stock purchase plan

　　Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

　　Paid parental leave and family building benefits

　　Tuition reimbursement

　　Health, dental, and vision insurance

　　Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.