Senior Specialist – Fixed Income Service & Operations
| Company | Charles Schwab |
|---|---|
| Location | Orlando, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Active and valid series 7 & 63 (or 66) securities licenses required
- Aptitude and willingness for learning Fixed Income products (Treasuries, CDs, Municipals, Corporates, Preferred Securities, Bond Funds, Bond ETFs, Professionally Managed Portfolios, and Bond Ladders etc.)
- Demonstrated experience interacting with clients in a proactive and consultative manner
- A desire and ability to learn portfolio analysis to conduct Fixed Income planning conversations with clients as needed
- A collaborative and relationship-focused work style with demonstrated success in a team environment
- Effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy, while adhering to policies, procedures, and guidelines
- An ownership mentality with a desire to continually grow and learn
- Ability to adapt and implement changes as market and business conditions evolve
Responsibilities
- Educate clients – Engage clients in discussions focused on educating and providing guidance as it relates to their fixed income, and service needs.
- Engage clients – Deliver a great client service when answering inbound phone calls.
- Be a client advocate – Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
- Uncover solutions-based options for clients – Client needs can range from basic trade execution to more complex research and portfolio reviews. Execute transactions and provide guidance based on client’s objectives, time horizon, and risk tolerance.
- Be consultative – As appropriate, recommend solutions to clients that align to their goals. We also partner with the client’s wealth planning team for identified business development opportunities.
- Build strong client and internal relationships – Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab & Co.
Preferred Qualifications
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No preferred qualifications provided.