Charles Schwab

Sr. Specialist, Alternative Investments

Charles Schwab • $80K — $95K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Solid verbal and written communication skills to simplify complex policies.
  • Strong problem resolution abilities and collaboration skills across departments.
  • Demonstrated business judgment for identifying and articulating business risks.
  • High attention to detail and excellent analytical skills.
  • Demonstrated time and resource management expertise.
  • A minimum of 5 years in an operations or client service role is preferred. Note:
  • Familiarity with Alternative Investments is advantageous.

Responsibilities

  • Assist clients with servicing and finding solutions for complex investments via phone and electronic channels.
  • Collaborate with internal departments to understand and support high-net-worth client needs.
  • Educate clients and partners on regulations, legislation, and Schwab's Alternative Investment policies.
  • Resolve client inquiries and issues to enhance their experience and promote retention.
  • Provide high-quality, timely support to clients to ensure service excellence.

Benefits

  • Bonus or incentive opportunities based on performance.
  • Diverse collaborative environment with a team of professionals.
  • Opportunity to work with high-net-worth advisors and clients in the alternative investment space.
Full Job Description
In this role you will:
  • You will join a team of 40-45 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for complex investments through phone calls and electronic channels.
  • You will partner with Advisor Services Sales, Service, Advisor Family Office, Operations and Registered Investment Advisors (RIAs) to understand the diverse needs of high-net-worth advisors and clients, serving as the central point of contact for alternative investments.
  • You will educate clients, prospects, and business partners and resolve issues on matters relating to regulation, legislation, exemptions, filings and Schwab's Alternative Investment process, service, and policy.
  • Provide phone and email-based support to enhance the client experience and promote client retention through service quality and delivery of timely and accurate information.


What you have

To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful should have.

Required Qualifications:
  • Solid communication skills, both verbal and written, including the ability to condense policies and concepts into clear, concise language.
  • Problem resolution skills as well as effective collaboration across departments to resolve issues, and the ability to build a consensus and persuade others in a matrixed organization.
  • Exercise business judgment including the ability to identify business risks and articulate those risks to business partners and all levels of management.
  • Exceptional attention to detail and analytical skills.
  • Excellent time and resource management skills.

Preferred Qualifications:
  • Provide outstanding client service with a "one call resolution" mentality while demonstrating empathy and problem-solving skills.
  • Minimum 5 years' experience in operations or client service role.
  • Working experience of Alternative Investments (types, structures, and associated documentation).
  • The ability to embrace change and innovation.
  • Bachelor's degree

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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