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Sr. Specialist - Service Associate
Sr. Specialist - Service Associate-March 2024
Indianapolis
Mar 18, 2025
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
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About Sr. Specialist - Service Associate

  Your Opportunity

  _At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. _

  As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Fixed Income and Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.

  What you have

  We place a premium on high performance, quality service and the ability to contribute to the SWAI strategy.

  Required Qualifications:

   

  Undergraduate degree required

  Active and valid FINRA Series 7 license required 

  Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE) 

  Minimum 2 year of experience in the financial services industry working directly with clients

  Preferred Qualifications:

  Experience servicing high-net-worth clients

  General understanding of brokerage regulations and rules that govern client accounts

  Demonstrated experience handling client concerns and issues with tact and diplomacy

  Excellent written and oral communication skills, attention to detail

  Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

  Need to be able to build and maintain good cross departmental working relationships

  What’s in it for you

  At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  401(k) with company match and Employee stock purchase plan

  Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

  Paid parental leave and family building benefits

  Tuition reimbursement

  Health, dental, and vision insurance

  What’s in it for you:

  At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  401(k) with company match and Employee stock purchase plan

  Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

  Paid parental leave and family building benefits

  Tuition reimbursement

  Health, dental, and vision insurance

  Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 [email protected] or call 800-275-1281.

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