Senior Specialist, Alternative Investments Service Team at Charles Schwab (San Diego, CA)

| San Diego, CA
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Your Opportunity
The Senior Specialist - Alternative Investments representative acts as a subject matter expert and assists registered investment advisors with all aspects in reviewing the investment for custody, onboarding, purchases, redemptions, and general maintenance of alternative investments. Our team performs a vital value-added service as many advisors utilize Alternative Investments assets to diversify and improve the returns on their clients' portfolios.

This position involves directly communicating with existing advisors and clients via inbound/outbound calls and e-mails on a real time basis with the trading and technology issues that they encounter.

Advisor Services is the leading provider of custodial, trading, technology, and practice management to registered independent advisory firms. We provide access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete, and succeed in their business efforts.

The Alternative Investment Service Team is an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. The team educates and partners with clients, prospects, and internal business partners on matters relating to regulation, legislation, exemptions, filings and Alternative Investment process, service, and policy.

What you are good at
  • You will join a team of 8-10 representatives who will assist internal and external clients with servicing, understanding, and finding flexible solutions for sophisticated investments.
  • You will partner with Service Teams, Sales, Trading, Operations, and 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 TD Ameritrade's Alternative Investment process, service, and policy.
  • Provide phone and email-based support to improve the client experience and promote client retention through service quality and delivery of timely and accurate information.


What you have
  • Minimum 2 years' experience in operations or client service role
  • Bachelor's degree or equivalent experience
  • Working experience of Alternative Investments (types, structures, and associated documentation)
  • 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
  • The ability to adopt change and innovation
  • Exceptional attention to detail and analytical skills
  • Excellent time and resource leadership skills
Highlights of TD Ameritrade'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
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 246 open jobs at Charles Schwab, click here.
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