Charles Schwab Specialist, Client Service in Boston, Massachusetts


Boston - MA, WNWMAIP, One International Place, 02110-2600

Colette Arthur


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:

ThomasPartners Investment Management, a division of Charles Schwab Investment Advisory, Inc., serves high net worth individuals. ThomasPartners specializes in the construction of growth-oriented investment portfolios that generate current dividend income streams, which are actively managed with the goal of generating annual aggregate portfolio dividend income growth, as well as market appreciation over time. Our commitment to this philosophy is disciplined and constant. ThomasPartners is located in Boston, MA.

We are looking for people with a passion for helping clients….

The successful candidate will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a golden advisory relationship experience.

What you’ll do:

Specialist, Client Service Responsibilities:

  • Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc.

  • Develop a strong working relationship with designated Investment Professional(s) and their clients.

  • Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed.

  • Manage contact databases, creating and updating prospect/client information

  • Maintain account and security restrictions in key ThomasPartners databases

  • Assist in the preparation of marketing materials: mailing presentations / updating corresponding compliance spreadsheets and file notes with this information

  • Assist in the quarter-end reporting and billing process: preparation of materials and administrative tasks

  • Liaison with operations and trading to effectively disseminate information

  • Assist with Word, Excel and PowerPoint documents

What you have:

The candidate must have strong communication skills, impeccable attention to detail, a positive attitude, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.

  • Passion for service and finance with strong client-focus and the ability to provide a superior level of service

  • Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines

  • Collaborative and relational work style with proven success in a team environment.

  • Desire for growth opportunities and ongoing training

  • Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects

  • A savvy user of Excel, Word, PowerPoint, Microsoft Outlook and SalesForce.

  • Portfolio accounting software (e.g., Portfolio Center) knowledge preferred.

  • Bachelor’s degree required

  • Preferrably experience in the financial services industry.

To learn more about the culture at Schwab, click here to meet our people at .

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: 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: None

Relevant Work Experience: Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Investment Management - less than 2 yrs, Financial Services-less than 2 yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs

Position Located In: MA - Boston

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Thursday, August 23, 2018

Expiration Date: Saturday, December 1, 2018

Apply Here