Sr. Specialist, Service Associate - Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory. Success in this role is driven by skills rather than a specific career path. Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience. Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners. Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities. Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests. As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.
Requirements
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days)
- Minimum 1 year of financial services experience
Nice To Haves
- Experience in inbound advisor, client, or operational support
- Experience supporting financial advisors, wealth management teams, or advisor-service workflows
- Experience with CRM, case management, or workflow platforms such as Salesforce
Responsibilities
- Serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests.
- Respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.
- Document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.
- Ensure accuracy in case management, operational workflows, documentation, and follow-up activities.
- Navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.
- Build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
