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 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.
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 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: Brokerage Operations-2-5 yrs, Banking-2-5 yrs
Position Located In: GA - Atlanta
Job Type: Full Time
Activation Date: Friday, July 28, 2017
Expiration Date: Monday, October 16, 2017