Charles Schwab Senior Relationship Specialist, Advisor Custody & Trading in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Melanie Sanchez Martinez


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 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:

In Advisor Services (AS) we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. Advisor Services is the industry leader in providing custody, trading, and technology and practice management to independent advisory firms.

We are seeking relationship-minded service professionals to support independent Registered Investment Advisors (RIAs) in a team based and client focused environment. The RIAs you will serve manage client portfolios from multi-millions to multi-billions in assets under management. As a Senior Relationship Specialist you will provide world-class client service and operational support, while educating advisors on the technology, tools and resources our industry leading platform offers.

What you’ll do:

  • Consult on technology, tools and resources offered on the Schwab Advisor Services platform with the goal of supporting advisors to operate their businesses more effectively and efficiently

  • Provide exceptional service and operational support through inbound calls from advisor clients

  • Educate advisors on internal processes and procedures and industry best practices

  • Enhance advisor loyalty by advocating for the industry and their specific business needs

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

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

  • Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring

  • Lead with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform

You must have:

  • Excellent relationship building skills with demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet

  • Aptitude and passion for working with technology and influencing our Advisors in becoming a digital practice

  • Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative

  • Willingness to own problem resolution through completion

  • Superior communication, presentation, interpersonal and listening skills

  • Ability to multi-task, prioritize, and manage time effectively with a track record of meeting or exceeding expectations

  • Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.

  • In-depth knowledge of products and services that support independent advisory firms as well as demonstrated brokerage industry knowledge

  • Flexibility to travel for client events

  • 3-5 years of financial services industry and client service experience

  • Bachelor’s degree or equivalent work experience

  • FINRA Series 7 and 63 required

  • FINRA Series 9/10 preferred

  • Willingness to invest in yourself by obtaining additional licenses or certifications as driven and sponsored by the business

Where you'll be:

This role is a Monday through Friday position located in the Schwab office at 2423 East Lincoln Drive, Phoenix, AZ 85016 .

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.

  • The Benefits of Working at Schwab at

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?:No

Work Schedule:Days

Languages:English - spoken

Current Licenses / Certifications:FINRA Series 7

Relevant Work Experience:Trading-6+ yrs, Trading-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Financial Services-6+ yrs, Campus Programs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs

Position Located In:AZ - Phoenix


Job Type:Full Time

Category:Customer Service/Client Service

Activation Date: Monday, April 30, 2018

Expiration Date: Tuesday, October 2, 2018

Apply Here