Digital Advisor Support Associate
Company: Charles Schwab
Location: Gilbert
Posted on: March 16, 2023
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Job Description:
Position Type: Regular Your Opportunity Schwab Advisor Services
is the leading provider of custodial, operational, and trading
support for independent fee-based investment advisors. We're
currently looking for dedicated individuals like you to help us
provide financial advisors with access to tools and
wealth-management services. If you're interested in working to help
grow the business of independent investment advisor firms, there's
a place for you in Advisor Services. What you are good at Advisor
Platform Support (APS) Associates act as an ambassador of Advisor
Services to educate, guide, and assist clients. A career in APS
begins with a customer focused mentality and a strong desire to
help clients meet their needs. Providing our clients with
outstanding experiences is the priority at Schwab and in our APS
team. Our goal is that all team members build client dedication
with every interaction. We want you to bring your personality to
your calls and create those memorable experiences for clients. With
a dual focus on inspiring client loyalty and employee engagement
and development, we support clients and employees in reaching their
goals. Schwab provides extensive training and internal support that
affords employees the opportunity to be successful in all aspects
of their career. Through your client conversations you will:
Educate clients - Respond directly to client inquiries over the
phone and engage clients in discussions focused on educating, and
providing guidance as it relates to their website navigation needs
Be a client advocate - Care enough to ask the extra questions
knowing that just one question, the right question, can get to the
heart of the issue Provide solutions-based service - Provide web
site support/problem resolution to Registered Investment Advisors
(clients) in a timely, professional, and courteous manner Be
consultative - Recommend solutions, when appropriate, to clients
which align to their needs Build strong client and internal
relationships - Collaborate in a team-based environment with a
diverse group of professionals focused on meeting the needs of the
clients and Charles Schwab Advisor Services The ideal candidate
will thrive in an environment where they are constantly learning.
They will work in a highly collaborative team environment of
professionals. The representative---s core responsibility will be
responding to calls from an inbound call queue. This opportunity is
suitable for someone who enjoys talking with customers and solving
problems in a team oriented and supportive environment. This is a
hybrid position where it requires a few days onsite in Phoenix each
week and a few days work from home What you have 1-3 years customer
service experience Basic knowledge of computer desktop and website
navigation shown through prior experience and/or education Basic
knowledge of on-line/Internet services Consistent customer service
focus Effective verbal and written communication Possess a
collaborative and relationship-focused work style with demonstrated
success in a team environment Have effective time management &
communication skills, positive demeanor, passion, professionalism,
and a strong work ethic with a high level of integrity Why work for
us? Own Your Tomorrow embodies everything we do We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth. Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home---today and in the future. TD
Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity
Employer. At TD Ameritrade we believe People Matter. We value
diversity and believe that it goes beyond all protected classes,
thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Gilbert , Digital Advisor Support Associate, Other , Gilbert, Arizona
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