Charles Schwab Senior Sales Support Specialist in Atlanta, Georgia


Atlanta - GA, BRGAAM, 1201 Peachtree St, NE, 30361-6328

Deborah Harolyn Graye


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 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.

Our Opportunity:

The Independent Branch Services (IBS) team is responsible for the growth of the Schwab footprint though independent branches, the business results of the current independent branches, the management of risk, and the operations of the independent branch network. This broader geographic footprint will help Schwab's high-service, high-value brokerage model reach millions more investors. With more local points of contact Schwab will expand its strong national brand, capture a greater share of assets, and deliver our promise to retail investors.

The Franchise Sales team is accountable for the recruitment and signing of new Independent Branch Leaders. The Senior Sales Support Specialist will report to the Managing Director of Franchise Sales and support the Franchise Sales Team. This role will also work closely with the Schwab enterprise-wide partners who support the mission of the IBS team.

What you’ll do:

  • Provide general support to a high volume sales team.

  • Coordinate internal and external resources to advance the team’s mission

  • Support the sales process and activity within the region, including but not limited to compliance support, resource coordination, sales material preparation, calendar management.

  • Impact client experience by interacting with end clients, primarily by phone, to facilitate the onboarding experience with Schwab Advisor Services.

What you have:

  • Bachelor’s degree or equivalent work experience

  • FINRA Series 7 and 63 Licenses required

  • 2+ years financial services experience required, Schwab Advisor Services operations preferred

  • Experience in client service or sales support roles required

  • 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 excellent time-management skills

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 .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 7

Relevant Work Experience: Brokerage Operations-2-5 yrs, Banking-2-5 yrs

Position Located In: GA - Atlanta

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Friday, July 28, 2017

Expiration Date: Monday, October 16, 2017

Apply Here