Job Description
Your Opportunity
At 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.
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
We are looking for people with a passion for helping clients. The successful Senior Specialist Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.
- Provide support to the Client Service Mangers (CSMs) on a wide variety of tasks
- Assist with opening and closing client accounts
- Process deposits and withdrawals for clients
- Preparation of client documents for signature
- Assist in the quarter-end reporting
- Field client and advisor calls when necessary
- Assist with mailing multiple distributions to clients
- Liaison with operations and trading to effectively disseminate information
- Collaborate on various CS department projects
- Assist with generating reports as requested by other CSIM departments and clients
- Account maintenance – daily, weekly, monthly and quarterly tasks
- Perform database updates, as necessary
- Collaborate in working groups, to better enhance workflows and processes
- Provide outstanding client service while demonstrating empathy and problem-solving skills
What you have
Required Qualifications
- 2-5 years of professional Client Services experience in a fast-paced work environment
- Experience building relationships, trust and communicating effectively with across internal and external partners/clients both in-person and by email
- Experience applying analytical and critical thinking skills with attention to detail in order to adhere to policies, procedures and guidelines
- Proven experience working in a collaborative team environment to accomplish Client Service goals
- Proven aptitude for complex problem solving
- Work experience with Microsoft Excel, Word, PowerPoint, Outlook, Teams
- Bachelor’s degree
- Passion for service and finance with the ability to provide a superior level of client service
- Savvy user of Salesforce (or other CRM system)
- Portfolio accounting software knowledge
- Excellent communication and interpersonal skills
- Desire for growth opportunities and ongoing training
- Series 65/7 preferred, but not required
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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