Charles Schwab Brokerage Service Specialist in Orlando, Florida

Our Opportunity:

Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. In partnership with ACT, Schwab Alliance provides premium services for clients of independent financial advisors. The services provide practical financial tools and resources and a dedicated service team to complement the advisor-client relationship.

Alliance’s vision is to act as a liaison for the Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Brokerage Service Specialists carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction.

What you’ll do:

Our Brokerage Specialists build trust and inspire confidence through exceptional service, one connection at a time. In Alliance, you’re joining a team of client relationship professionals with a passion for finance in a fast-paced, inbound service center environment. Additionally, you will:

  • Proactively consult and educate clients of Independent Investment Advisors

  • Research and respond to client issues related to online enrollment, forms, trading, tax reporting, transfers, and various other areas of product knowledge and support

  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit

  • Active and valid FINRA Series 7 & 63 licenses. If you do not currently have a Series 7 & 63 licenses, you will need to successfully pass and obtain Series 7 and 63 licenses under a condition of employment

  • Strong interpersonal, verbal, and written communication

  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

  • The ability to actively listen, empathize, and assess client needs

  • Two or more years in brokerage/financial industry, with emphasis on customer service preferred

  • Bachelor’s degree OR equivalent relevant experience preferred

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Tuition Reimbursement, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Financial Fitness: 401k Match, Employee Discounts, Personalized Advice, Brokerage Discounts

  • Culture of employee development and promoting from within

  • The ability to earn an annual bonus based on company results and personal performance

  • Learn more about Life@Schwab at https://www.aboutschwab.com/work-at-schwab

  • See Charles Schwab Benefits at https://www.aboutschwab.com/images/uploads/inline/schwab-benefits-guide-2016.pdf for more details

  • Hear from our employees on what it’s like to work at Schwab : http://tiny.cc/e26a0x

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.

Position Located In: FL - Orlando