Charles Schwab Account Manager - Advisor Services in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Monica Michele Cauley


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:

In Advisor Services 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. In Core, our mission is to be the premier service provider for emerging Advisors in the industry.

Our Core Account Managers provide tools to help our Advisors meet the needs of their clients and grow on our platform . We put the growth and education of these advisors at the center of everything we do. Core Account Managers have a deep expertise and understanding of the industry and this segment, which allows them to provide our clients with the tools and resources to be successful.

What you’ll do:

  • Manage client relationships with emerging Advisors while actively pursuing opportunities to help them profitably grow

  • Work with leadership to provide additional enhancements, training materials, and resources to help our emerging Advisors become more self-sufficient

  • Maintain a strong band of communication between internal business partners, including service and leadership

  • Stay abreast of competitive offerings in the industry and how it impacts Schwab’s market share within our segment

  • Be a contact point for clients that need negotiated pricing, competitive product offerings, and guidance on how to grow their business, among other things

  • Take the initiative to identify common pain points within our client base and develop resources to address their needs

  • Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment

  • Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment

What you have:

  • FINRA Series 7, 63 required

  • Minimum of 3 years in Advisor Services preferred

  • Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet

  • 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 pivot and constantly shift focus based on needs of the entire team and segment

  • Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships

  • Superior communication, presentation, interpersonal and listening skills

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

  • In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge

  • Initiative to create change through process improvements, training and streamlining functions

  • Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively

  • Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce

  • Skill and experience in delivering professional presentations to both large and small groups

  • Flexibility to travel for client events on a limited basis

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" .

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

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 7

Relevant Work Experience: Financial Services-6+ yrs, Financial Services-2-5 yrs

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Customer Service/Client Service

Activation Date: Wednesday, May 23, 2018

Expiration Date: Monday, July 16, 2018

Apply Here