Digital Advisor Support Associate
Company: Careerbuilder-US
Location: Imperial Beach
Posted on: January 26, 2023
Job Description:
Position Type: RegularYour OpportunitySchwab 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 atAdvisor Platform Support (APS)
Associates act as an ambassador of Advisor Services to educate,
guide, and assist clients. A career in APS begins with a solid
customer focused mentality and a strong desire to help clients meet
their needs. Providing our clients with exceptional experiences is
the priority at Schwab and in our APS team. Our goal is that all
team members create client loyalty 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 ServicesThe 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. -Hours of operation are
Monday- Friday from 5am-4pm (Pacific Time) - 8 hours of phone calls
-***This is a hybrid position where it requires a few days onsite
in San Diego, CA 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
demonstrated 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 integrityWhy 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. Explore .Schwab is
committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click to see the policy. Schwab is an affirmative action
employer, focused on advancing women, racial and ethnic minorities,
veterans, and individuals with disabilities in the workplace. If
you have a disability and require reasonable accommodations in the
application process, contact Human Resources at or call .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.SDL2017
Keywords: Careerbuilder-US, San Diego , Digital Advisor Support Associate, Other , Imperial Beach, California
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