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Relationship Support Specialist

Location Houston, Texas, United States; Atlanta,Georgia,United States;Westlake,Texas,United States; Requisition ID 2022-85540 Category Sales & Relationship Management Position Type Regular
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Your Opportunity

Schwab 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 sophisticated 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 at Charles Schwab Advisor Services. 

The Regional Support Specialist is the front line of the regional office supporting the Relationship Managers in answering questions, providing consulting, and supporting important manager functions. In addition, you will provide the highest level of support to existing Schwab Advisor Services Institutional clients; offer clients products and services that will help their practices and build their relationship with Schwab; Actively seek and develop new client relationships as well as seek to increase Schwab's custodial role with existing RIA relationships. 

What you are good at

Sales Support

  • Providing strategic sales support by offering solutions and executing plans that focus on addressing institutional clients’ needs.
  • Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis.
  • Creating agendas, meeting presentations, and sales materials, to facilitate client meetings.
  • Demonstrating strong and concise verbal and written communication with clients, team members and business partners.
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.

Additional Responsibilities   

  • Manage local event administration including partnering with sponsors and event managers, scheduling, invitations, attendance confirmation, and post-event follow up.
  • Coordinating and preparing various regional reports such as, margin reports, event reports, holiday card reports, etc.
  • Research and provide up to date information on industry/firm/relationship changes for Relationship Managers to leverage in the sales process.

What you have

  • 2+ years financial services experience required
  • Experience in client service or sales support roles preferred
  • A valid and active FINRA Series 7 license required (may be obtained through a condition of employment)
  • A valid and active FRINA Series 63 license required (may be obtained through a condition of employment) 
  • Strong client service skills with ability to anticipate and resolve problems with own initiative
  • Knowledge of Schwab products and services and brokerage industry including operations and trading
  • Excellent verbal and written communication skills
  • Strong PC skills in MS office applications including EXCEL and PowerPoint are required
  • Well organized with good time-management skills

Highlights of Schwab’s Benefits

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life. 

Why 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 further.

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 here 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 800-275-1281.

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.

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