Advisor Services Pricing & Solutions Specialist at Charles Schwab

| Phoenix – Mesa – Scottsdale, AZ
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Your Opportunity
In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.

What you are good at
This role in AS Pricing requires special expertise in numerous areas relating to AS commission schedules, negotiated pricing and advisor billing. A successful AS Pricing specialist excels in a fast paced, sometimes uncharted, challenging professional environment. This role requires personal initiative and an ongoing commitment to maintaining a constant flow of information and building of knowledge within the team and overall business unit.

Responsibilities include, but not limited to:
  • Act as a role model for the dedicated group while servicing our clients through regular interactions.
  • Contributes to the management of the Pricing email inboxes, to maintain or exceed service levels. Collaborating with teammates to shift workflow as needed.
  • Act as first escalation point for Pricing requests.
  • Demonstrate the ability to anticipate and resolve complex requests and provide additional options when necessary.
  • Relentlessly seek out opportunities to improve skill set and knowledge
  • Educate and resolve complex client issues including necessary research and analysis with an inquisitive, detail oriented mindset.
  • Proactively identify control gaps and inefficiencies and/or opportunities for process improvement/risk mitigation.
  • Contribute to communication, both internal and external, in order to inform impacted parties of research results.


What you have
  • FINRA Series 7, 63, 9 and 10 Licenses is a plus.
  • Deep understanding and recognition of risk factors related to Advisor Pricing and Billing.
  • Advisor Services experience preferred
  • Bachelor's degree or equivalent work experience.
  • Ability to effectively interact and represent their dedicated group to employees at all levels, across enterprises as well as with external partners.
  • Proficient at working autonomously; requires little direction in how to approach assignments to completion and is accountable for business results.
  • Solid working knowledge of Microsoft Excel as well as Schwab specific applications.
  • Articulate communicator with good listening skills. Presents well in person, on the phone, in meetings and in writing.
  • Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
  • Excellent relationship management skills including collaborating, influencing and negotiating.
  • Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.
  • Ability to identify potential risk situations and mitigate timely and effectively.
More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 590 open jobs at Charles Schwab, click here.
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