- Undergraduate degree required
- Active and valid FINRA Series 7 license required
- Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
- Minimum 2 year of experience in the financial services industry working directly with clients
- Experience servicing high-net-worth clients
- General understanding of brokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Excellent written and oral communication skills, attention to detail
- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Need to be able to build and maintain good cross departmental working relationships
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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Dining Services Associate
Found in: MyJobHelper US C2 - 18 hours ago
Berkshire Health & Rehabilitation Center Vinton, United StatesBerkshire Health & Rehabilitation Center - Berkshire Health & Rehabilitation Center, a 180-bed healthcare center in Vinton, Virginia, is seeking an energetic and customer focused Dining Services Associate. We recognize that food brings people together, and dining is an important ...
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Associate Customer Service Representative
Found in: Lensa US 4 C2 - 5 days ago
Wells Fargo Roanoke, United States**Associate Customer Service Representative** · Location: Roanoke, Virginia **Job ID** R **About this role:** · Wells Fargo is seeking an Associate Customer Service Representative... · ****In this role, you will:**** · Support customers with inquiries on financial products an ...
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Registered Client Service Associate
Found in: Lensa US 4 C2 - 5 days ago
Morgan Stanley Roanoke, United States*POSITION SUMMARY:* · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing ...
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Full Time Customer Service Associate
Found in: Lensa US 4 C2 - 4 days ago
Zips Car Wash Roanoke, United States Full timeJob Details · Job Location · VAROA Challenger - Roanoke, VA · Position Type · Full Time · Education Level · High School · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description · How would you like to write your own paycheck? Check ...
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Associate Technical Services Field Engineer
Found in: Appcast Linkedin GBL C2 - 17 hours ago
TMEIC Roanoke, United StatesJob # EE23143 · Job Title Associate Technical Services Field Engineer - Variable Frequency Drives & Motors · Office Location Roanoke, VA; Midwest, East Coast Preferred · Business Function/Department Industrial Systems/Technical Services · Sales Territory, if applicable · General ...
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Part Time Customer Service Associate
Found in: Lensa US 4 C2 - 4 days ago
Zips Car Wash Roanoke, United States Part timeJob Details · Job Location · VAROA Challenger - Roanoke, VA · Position Type · Part Time · Education Level · High School · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description · How would you like to write your own paycheck? Check ...
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Associate Technical Services Field Engineer
Found in: Lensa US 4 C2 - 2 days ago
TMEIC Roanoke, United States· Job # EE23143 · Job Title Associate Technical Services Field Engineer Variable Frequency Drives & Motors · Office Location Roanoke, VA; Midwest, East Coast Preferred · Business Function/Department Industrial Systems/Technical Services · Sales Territory, if applicable · Ge ...
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Associate Technical Services Field Engineer
Found in: Talent US 2A C2 - 13 hours ago
TMEIC Roanoke, United StatesJob # EE23143 · Job Title Associate Technical Services Field Engineer - Variable Frequency Drives & Motors · Office Location Roanoke, VA; Midwest, East Coast Preferred · Business Function/Department Industrial Systems/Technical Services · Sales Territory, if applicable · General ...
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Field Service Associate- Greeting Card Sales
Found in: ZipRecruiter Test10S US C2 - 3 days ago
Harper Group Roanoke, United StatesJob Description · Job DescriptionSalary: 16 · Are you looking for a company with flexible scheduling to demonstrate your merchandising, customer service and sales skills? · Harper Group was founded and built upon integrity, professionalism and a dedication to sales achievement fo ...
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Non-Invasive Cardiology Job Near Roanoke, VA
Found in: Zoho Direct Apply - 3 days ago
Atlantic MEDsearch Roanoke, United StatesCardiology practice enjoys a sterling reputation & is committed to augment their practice w/the addition of another associate. This is a full-time non-invasive cardiology position. Join an Interventional Cardiologist & an experienced Nurse Practitioner. Benefit from a strong refe ...
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Otolaryngology Job Near Roanoke, VA
Found in: Zoho Direct Apply - 3 days ago
Atlantic MEDsearch Roanoke, United StatesWell-established ENT practice seeks another associate. Work alongside 1 ENT & 3 midlevel providers. Other support staff includes a full time Audiologist, Surgical PA, LPN's, CMA's & a very stable family oriented office staff. Office facilities have 9 exam rooms & 2 treatment room ...
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Part Time Customer Service Associate
Found in: Lensa US 4 C2 - 4 days ago
Zips Car Wash Salem, United States Part timeJob Details · Job Location · VASAL W Main - Salem, VA · Position Type · Part Time · Education Level · High School · Travel Percentage · None · Job Shift · Any · Job Category · Customer Service · Description · How would you like to write your own paycheck? Check us out ...
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Dining Services Associate
Found in: MyJobHelper US C2 - 18 hours ago
Commonwealth Assisted Living Christiansburg, United StatesWelcome You made it to our Job Posting We're so glad to have you here · Check this out: · Wednesdays just got a whole lot more exciting because we're bringing you Walk-In-Wednesday Stop by our community to explore the many new and exciting, in-demand careers with representatives ...
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Dining Services Associate
Found in: Lensa US 4 C2 - 1 day ago
Commonwealth Senior Living Christiansburg, United StatesWelcome You made it to our Job Posting We're so glad to have you here Check this out: Wednesdays just got a whole lot more exciting because we're bringing you Walk-In-Wednesday Stop by our community to explore the many new and exciting, in-demand careers with representatives from ...
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Merchandising Service Associate
Found in: Talent US C2 - 20 hours ago
Lowe's Companies Christiansburg, United States Full time· • Always provide SMART customer service through the daily execution of Lowe's customer · service policies, procedures, and programs. · • Build relationships with vendors by providing direction and checking to ensure merchandise · resets are completed according to Lowe's specif ...
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Associate Director, Dining Services
Found in: Lensa US 4 C2 - 5 hours ago
Virginia Tech University Blacksburg, United StatesThe vision of Virginia Tech Dining Service is to be the leader of college and university food service by providing innovative and exceptional food, venues, programs and services while fostering student development and a sense of community. Towards th Dining Services, Director, As ...
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Associate - Energy & Mergers and Acquisitions - Renewable Finance
Found in: Orion Innovations US - 5 days ago
Terra Boones Mill, VA, United States Freelance**Associate - Energy & M&A - Renewable Finance - Boones Mill, VA** · **The Role**: Contribute to the development, structuring, and execution of projects in Europe. As an Associate, you will work closely with Directors and Partners, gaining valuable experience in groundbreaking so ...
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Barista (Part Time & Full Time)
Found in: MyJobHelper US C2 - 18 hours ago
Follett Corporation Roanoke, United StatesThe Barista is responsible for assisting customers and providing a great customer service. The Barista must be a quick learner with the ability to remember ingredients, prepare quality beverages, and fill customer orders. The associate must have the Barista, Part Time, Customer, ...
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Assistant Store Manager Neighborhood Market
Found in: Appcast US C2 - 4 days ago
Walmart Roanoke, United StatesThis position is responsible for assisting in the operation of a facility. An individual in this position will be expected to perform additional job related responsibilities and duties as assigned and/or as necessary. Essential Functions An individual must be able to successfully ...
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grocery/receiving clerk
Found in: MyJobHelper US C2 - 2 days ago
Kroger Roanoke, VA , USA, United StatesCreate an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the department,and monitor all esta ...
Sr Specialist, Service Associate - Roanoke, United States - Charles Schwab
Description
Position Type: RegularYour opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You'll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you're looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.
What you have
We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.
Required Qualifications:
Preferred Qualifications:
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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