Charles Schwab - Lone Tree, CO

posted 16 days ago

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.
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