Customer Service/Client Service
Relevant Work Experience:
Trading-6+ yrs, Trading-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Financial Services-6+ yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
FINRA Series 7
Position Located In:
TX - Westlake
Looking for a career with purpose, aligned values, and work/life balance? Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. The ACT service teams add value to IA firms across the country by providing exceptional customer service and operational support.
What is an Investment Advisor (IA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.
What you’ll do:
Our Associate Relationship Specialists build trust and inspire confidence through exceptional service, one connection at a time. In ACT, you’re joining a team of client relationship professionals with a passion for finance in a fast-paced, inbound service center environment. Additionally, you will:
What our Advisor clients say: “Schwab is constantly surveying, constantly talking with firms like ours to understand where we see the future of our business, so they can help lead us there. This is unusual. A custodian, generally speaking, will follow. Schwab leads.” —Ralph D. Sinsheimer, The Solaris Group, New York, New York
What you have:
“Schwab is a collaborative, teamwork environment that I truly treasure. When we start with teamwork, anything is possible.” – Elizabeth Chu, Relationship Specialist, Advisor Custody & Trading
Where you'll be:
This role is a Monday through Friday position located in the Schwab office at 2050 Roanoake Rd Westlake, TX 76262.
What you’ll get:
Comprehensive Compensation and Benefits package.