Sr. Specialist, Advisor Services Alternative Investment Services
Company: Charles Schwab
Location: Orlando
Posted on: March 5, 2026
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Job Description:
Job Description Position Type: Regular Your 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. We believe in the importance of in-office collaboration
and fully intend for the selected candidate for this role to work
on site in the specified location. 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 profitably grow, compete,
and succeed in their business efforts. Advisor Services Alternative
Investment Services is an escalation team that promotes client
loyalty by providing high quality subject matter expertise to our
clients and internal business partners. The team educates and
partners with clients, prospects, and internal business partners on
matters relating to regulation, legislation, exemptions, filings
and Schwab’s Alternative Investment process, service, and policy.
In this role you will: - You will join a team of 40-45
representatives who will assist internal and external clients with
servicing, understanding, and finding flexible solutions for
complex investments thru phone calls and electronic channels. - You
will partner with Advisor Services Sales, Service, Advisor Family
Office, Operations and Registered Investment Advisors (RIAs) to
understand the diverse needs of high-net-worth advisors and
clients, serving as the central point of contact for alternative
investments. - You will educate clients, prospects, and business
partners and resolve issues on matters relating to regulation,
legislation, exemptions, filings and Schwab’s Alternative
Investment process, service, and policy. - Provide phone and
email-based support to enhance the client experience and promote
client retention through service quality and delivery of timely and
accurate information. What you have To ensure that we fulfill our
promise of " challenging the status quo " this role has specific
qualifications that successful should have. Required
Qualifications: - Solid communication skills, both verbal and
written, including the ability to condense policies and concepts
into clear, concise language. - Problem resolution skills as well
as effective collaboration across departments to resolve issues,
and the ability to build a consensus and persuade others in a
matrixed organization. - Exercise business judgment including the
ability to identify business risks and articulate those risks to
business partners and all levels of management. - Exceptional
attention to detail and analytical skills. - Excellent time and
resource management skills. Preferred Qualifications: - Provide
outstanding client service with a “one call resolution” mentality
while demonstrating empathy and problem-solving skills. - Minimum 5
years’ experience in operations or client service role. - Working
experience of Alternative Investments (types, structures, and
associated documentation). - The ability to embrace change and
innovation. - Bachelor’s degree In addition to the salary range,
this role is eligible for bonus or incentive opportunities. What’s
in it for you At Schwab, you’re empowered to shape your future. We
champion your growth through meaningful work, continuous learning,
and a culture of trust and collaboration—so you can build the
skills to make a lasting impact. 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: - 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
Keywords: Charles Schwab, Gainesville , Sr. Specialist, Advisor Services Alternative Investment Services, Accounting, Auditing , Orlando, Florida
