Sr. Specialist, Fixed Income Service & Operations

$49,100 - $93,700/Yr

Charles Schwab - Lone Tree, CO

Full-time - Entry Level

Lone Tree, CO

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr. Specialist, Fixed Income Service & Operations role at Schwab focuses on providing exceptional service to clients in the fixed income sector. This position combines client education, support for Regional Bond Specialists, and a consultative approach to help clients achieve their financial goals. The role emphasizes a client-first mentality and offers extensive training to develop expertise in fixed income products.

Responsibilities

• Educate clients on fixed income and service needs.
• Deliver exceptional client service through inbound phone calls.
• Act as a client advocate by asking insightful questions to understand their needs.
• Uncover solutions-based options for clients, from basic trade execution to complex portfolio reviews.
• Recommend solutions that align with clients' goals and collaborate with wealth planning teams.
• Build strong relationships with clients and internal teams.

Requirements

• Active and valid series 7 & 63 (or 66) securities licenses required.
• Aptitude and willingness to learn about Fixed Income products.
• Demonstrated experience in proactive client interaction.
• Desire to learn portfolio analysis for Fixed Income planning conversations.
• Collaborative and relationship-focused work style.
• Effective time management and communication skills.
• Strong analytical skills with a focus on risk mitigation and trading accuracy.
• Ownership mentality with a desire for continuous growth and learning.
• Ability to adapt to changing market and business conditions.

Benefits

• Bonus or incentive opportunities.