SI Service Sr. Specialist

SI Managed Accounts Senior Service Specialist

Schwab Institutional | Trading & Operations

Schwab Institutional, a division of Charles Schwab & Co., Inc. is
the leading provider of custody, trading, technology and practice
management to registered independent advisory firms.It provides
access to sophisticated wealth-management services that help advisors
attract and retain affluent clients, as well as profitably grow,
compete and succeed in their business efforts.


Group Objective / Purpose

Provide superior service to our Investment Managers that
differentiates us from our competitors and serves as a sustainable
competitive advantage.


Brief Description of Role Needed

Provide a superior level of client service and operations support to
Investment Advisors. Follow up on information required to process
requested transactions. Respond to questions and resolve issues
within scope of knowledge and authority. Identify and escalate those
out of scope. Research errors. Responsible for accuracy and
timeliness of own work. Work must be processed within established
time frames, in accordance with service standards and SEC rules and
regulations. Internally interact with peers and other internal
departments to resolve operational issues. Externally have
interaction with Investment Advisors. Customer contacts must be
handled with the highest level of customer service. Contacts are
routine and within established guidelines. Work in a collaborative
team environment.


Technical / Functional Qualifications Needed

Passion for Service- Focuses on clients as a first priority. Strives
to meet and exceed the expectations and requirements of internal and
external clients, and works to do what is best for all stakeholders
including clients, shareholders,employees, etc.

Results Oriented and Drives Execution

Sets and pursues aggressive goals, demonstrates a strong commitment
to organizational success, is able to marshall resources to
accomplish projects and handles multiple projects simultaneously.
Assigns/assumes clear authority and accountability, tackles problems
directly and with a sense of urgency. Demonstrates a consistent bias
to action.

Adaptability/Self Development

Continuously seeks new challenges and learning opportunities.
Actively seeks feedback, gains insight from experiences, learns
quickly when faced with problems and is personally committed to
self-improvement. Demonstrates awareness of own strengths and
weaknesses. Maintains and projects confidence and a positive outlook
while under pressure and handles crisis situations or roadblocks
constructively.


This Position is located in Phoenix, AZ. Will hire up to Grade 56,
depending on experience.
REQUIREMENTS
n/a