
Specialist, Schwab Trader Services
A career in Client Service and Support begins with a substantial client-focused mentality and a strong desire to help clients meet their financial goals. Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future. Execute transactions and provide the next steps for obtaining guidance based on the client's objectives, time horizon, and risk tolerance. Ask the right questions to provide options when appropriate that align with client goals. We also partner with the client’s Financial Consultant for identified business development opportunities. Participate in our merit-based performance culture where employees feel empowered to own their careers, focusing on addressing clients' needs, personalizing each interaction, and valuing clients and their time.
A client-centric focus – keeps clients in the forefront of decisions, connects plans and actions to our purpose of serving clients
3+ years of related experience
MS Word
Customer Service skills
Technical Documentation
Time Management Skills
MS Excel skills
Results Oriented
Verbal communication
written communication
Problem-solving and resourcefulness
Flexibility/Adaptability
Good prioritizational skills
Process Oriented
Multi tasker
According to JobzMall, the average salary range for a Specialist, Schwab Trader Services in 6767 N Wickham Rd, Melbourne, FL 32940, USA is $44,000 to $58,000 per year.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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