Salary Range: USD $54,500 - $98,900 / Year
Your Opportunity
Advisor Services (AS) is the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. The AS service teams contribute to advisory firms across the country by providing exceptional client service and support. This role is within the Enterprise Group (EG) Service Teams, and we are responsible for servicing the needs of leading RIA Advisors in the industry with upwards of $100B assets under management. Enterprise Group Advisors have regional or national presence, strong growth orientation, and complex business structure. Our service teams use a relationship-based model to act as a dedicated, specialized resource providing insightful solutions and a trusted service experience to our complex clients.
Want more jobs like this?
Get Account Management jobs delivered to your inbox every week.
We have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps them and their clients thrive. We understand their needs and work side by side providing the support they need to help them run their firm and meet their goals. RIAs and their clients are at the center of everything we do.
What you are good at
Our Senior Enhanced Specialists build trust and inspire confidence through exceptional service, on every interaction with our clients. In AS Enterprise Group, you are joining a team of professionals with a passion for providing a high-quality service experience to advisors and their firms in a relationship-based service model. You will:
- Assist with advisor needs through a mix of inbound calls, outbound calls, and e-mail related to all manner of topics presented to Schwab by clients, including long-term complex issues.
- Be a primary or co-primary contact for RIA relationships, taking ownership of that firm's servicing needs across the Schwab platform.
- Handle advisor needs through to completion by means of follow-up, advanced research, advisor advocacy, and collaboration with business partners to ensure timely and accurate delivery of information
- Help advisors understand how to operate their business efficiently in areas including digital adoption, reducing or limiting the frequency of requests that are not in good order, and assistance with any Schwab platform training needs for their staff
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of advisors' needs, while documenting conversations in our internal Client Relationship Management (CRM) platform for a personalized approach to service
- Further our understanding of advisor relationships and their needs by navigating and building out advisor profiles using our CRM system
- Anticipate client issues and problems and proactively take vital steps to prevent such problems from occurring
- Ability to escalate complex issues and advocate for client-friendly solutions that minimize risk
- Champion client use of Schwab's digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption of our industry leading platform
What you have
- Excellent relationship building skills with shown ability to problem solve, interact with individuals at various levels, and think on your feet
- Ability to run moderately sophisticated work, be self-directed, and quickly develop a full understanding of our business and the RIA industry
- Strong interpersonal, verbal, and written communication skills with a desire to work in a multi-channel virtual environment (phone, email, chat, web-directed)
- Team orientation, passion, professionalism, and strong work ethic with high level of integrity and ethics
- Sound judgement and the ability to balance effective risk management with problem solving for the variety of ways that advisors interact with Advisor Services
- Minimum 6 months of customer service experience in an enhanced role within Advisor Services preferred. Comparable experience outside of Advisor Services considered
- Bachelor's degree or equivalent work experience
- Securities Industry Essentials (SIE) license strongly preferred, but not required
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.