Charles Schwab Associate Relationship Specialist in Orlando, Florida

Our opportunity:

Looking for a career with purpose, aligned values, and work/life balance? Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. The ACT service teams add value to IA firms across the country by providing exceptional customer service and operational support.

What is an Investment Advisor (IA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.

What you’ll do:

Our Associate Relationship Specialists build trust and inspire confidence through exceptional service, one connection at a time. In ACT, 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:

  • Complete a 16-week training and licensing course that will prepare you for success in Advisor Services

  • Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs and create long lasting relationships

  • Assist with client issues related to investments, tax reporting, transfers, and other account information

  • Collaborate with internal partners to ensure timely and accurate delivery of information

What our Advisor clients say: “Schwab is constantly surveying, constantly talking with firms like ours to understand where we see the future of our business, so they can help lead us there. This is unusual. A custodian, generally speaking, will follow. Schwab leads.” —Ralph D. Sinsheimer, The Solaris Group, New York, New York

What you have:

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

  • Ability to successfully pass and obtain Series 7 & 63 licenses under a condition of employment

  • Excellent operational and organizational skills with the ability to manage complex work, be self-directed, and quickly develop a full understanding of our business

  • Strong interpersonal, verbal, and written communication

  • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

  • Minimum 2 years requisite experience, with emphasis on customer service preferred (internships and collegiate activities will be considered)

  • Bachelor’s degree or equivalent work experience

“Schwab is a collaborative, teamwork environment that I truly treasure. When we start with teamwork, anything is possible.” – Elizabeth Chu, Relationship Specialist, Advisor Custody & Trading

Where you'll be:

This role is a Monday through Friday position located in the Schwab office at 1958 Summit Park Drive, Orlando 32810 .

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 at http://tiny.cc/e26a0x on what it’s like to work at Schwab

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