Your Opportunity

Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.

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 compete and succeed in their business efforts. We provide dedicated service to these advisory firms. The focus is on building relationships and a more personalized approach to service. We build strong rapport with Investment Advisors, know them on a first name basis and provide one-on-one service that Schwab is known for.

What you’re good at:

Advisor Services Post Execution is a team of institutional trading professionals who differentiate themselves by combining a passion for service with a deep understanding of trading and post execution.

This position requires each individual to provide a consultative approach to the trading organization's needs. This is accomplished through proactive communication with internal and external partners, supporting the Equity and Derivatives trade desk(s) in complex scenarios, and managing the needs of our advisors after the trade has executed, including but not limited to - allocations, account moves, cancel/rebills, researching inventory breaks, trade errors, etc.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

• FINRA Series 7, 63, 9 and 10 are required.
• At least 2-3 years of financial services industry experience.
• Multi financial product experience including primarily Equities and Options.
• A working knowledge of Trading and Settlement Operations, with back office experience is a plus.
• Knowledge of Allocation processes and systems.
• Ability and desire to solve complex trading and settlement issues.
• Strong organizational skills and ability to multi-task are critical.
• Knowledge of Step Out trading and Delivery versus Payment is a plus.
• Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.
• MS Excel and spreadsheet experience a plus.
• Must work well in a collaborative team environment, including cross locations.
• Bachelor's degree or equivalent experience is preferred.