Sr. Specialist, Regional Annuity Associate

Charles Schwab Inc.•Westlake, TX

8d•$28 - $53•Onsite

About The Position

The Associate Regional Annuity Specialist supports a team of Regional Annuity Specialists by focusing on client service, sales and operational support. This is a relationship‑based client support role with a high level of engagement across clients, peers, and internal partners. Specialists build trust and inspire confidence through exceptional one‑on‑one service while helping research and support annuity solutions aligned to client needs and investing goals.

Requirements

Client Experience Management: The role is explicitly centered on delivering exceptional client service through a relationship-based, end-to-end focus on the client journey.
Strong communication is essential to deliver clear and responsive service with clients and partners.
Product Expertise: The Associate Regional Annuity Specialist applies a fundamental understanding of annuities and income strategies in daily support work and progresses toward deep, expert knowledge across multiple annuity types to better support research, service, and client outcomes.
Building Collaborative Relationships: The role requires strong relationship-building and collaboration skills to effectively support Regional Annuity Specialists and work with internal partners in a highly interconnected service environment.
Clear, timely communication is essential to align on client needs, coordinate operational follow-through, share updates, and ensure consistent, trusted service outcomes across the team.
Task Management: This role depends on strong execution habits to manage competing requests efficiently while ensuring accurate, compliant operational follow-through.
Time management and organization support disciplined tracking, prioritization, and completion of service activities while attention to detail helps reduce risk and prevent errors.
Clear communication is essential to set expectations, confirm requirements, share status updates, and coordinate next steps with clients, Regional Annuity Specialists, and internal partners.
Active FINRA Series 6 or 7 license
Active FINRA Series 63 license (or equivalent)

Nice To Haves

Life & Health Insurance License
May be obtained within the first 120 days

Responsibilities

Focusing on client service, sales and operational support.
Building trust and inspiring confidence through exceptional one‑on‑one service.
Helping research and support annuity solutions aligned to client needs and investing goals.
Prioritizing client needs across annuity research, service requests, and operational follow-through.
Building and strengthening trusted client relationships over time.
Delivering clear and responsive service with clients and partners.
Applying a fundamental understanding of annuities and income strategies in daily support work.
Progressing toward deep, expert knowledge across multiple annuity types to better support research, service, and client outcomes.
Effectively supporting Regional Annuity Specialists and working with internal partners in a highly interconnected service environment.
Aligning on client needs, coordinating operational follow-through, sharing updates, and ensuring consistent, trusted service outcomes across the team.
Managing competing requests efficiently while ensuring accurate, compliant operational follow-through.
Disciplined tracking, prioritization, and completion of service activities.
Reducing risk and preventing errors through attention to detail.
Setting expectations, confirming requirements, sharing status updates, and coordinating next steps with clients, Regional Annuity Specialists, and internal partners.