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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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
Job Type: Full Time
Category:Customer Service/Client Service
Activation Date: Wednesday, May 23, 2018
Expiration Date: Monday, July 16, 2018