Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

Schwab Wealth Advisory is Schwab’s premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients’ unique circumstances and needs. As a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows. 

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as am Support Associate.   

As a Concierge, you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-12 professionals. You will play an integral role to the success of Schwab Wealth Advisory by servicing our advisors and other key business partners via operational requests and case management. You will be responsible for delivering extraordinary and consistent business partner support experiences, proactively engaging client base in accordance with casework, and strengthening client and business partner relationships. You will leverage your financial services experience to provide resolutions on foundational needs regarding portfolio management, financial planning, and financial markets/economy. 

This opportunity will allow you to build a strong foundation in supporting wealth management practices. Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.  

Other areas where you will maintain and grow your competencies: 

• Client Orientation: Provide white glove service through strong problem resolution and anticipating client needs. 
• Exceptional Oral and Written Communication: Highly effective communication skills and the ability to articulate our processes and operating standards to Advisors, Financial Consultants, and other key business partners.   
• Thoroughness: Strong acumen for operational accuracy and business partner follow-up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in communications and casework with minimal errors. 
• Building Collaborative Relationships: Ability to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to develop and maintain good cross departmental working relationships. 
• Fostering Teamwork: Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously. 

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

• Active and valid FINRA Series 7 license required 
• Active and valid FINRA 66 or 63/65 licenses required (may be obtained with a 120-day COE) 
• Minimum 1 year of experience in the financial services industry  

• Experience servicing high-net-worth clients preferred 
• Experience supporting financial advisors preferred
• Experience with CRM software such as Salesforce preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.