Relationship Support Specialist

The Regional Support Specialist is the front line of the regional office supporting the Relationship Managers in answering questions, providing consulting, and supporting important manager functions. In addition, you will provide the highest level of support to existing Schwab Advisor Services Institutional clients. Providing strategic sales support by offering solutions and executing plans that focus on addressing institutional clients’ needs. Build and foster strong client relationships through managing multiple client situations, needs and inquiries on an ongoing basis. Creating agendas, meeting presentations, and sales materials, to facilitate client meetings. Manage local event administration including partnering with sponsors and event managers, scheduling, invitations, attendance confirmation, and post-event follow up. Coordinating and preparing various regional reports such as, margin reports, event reports, holiday card reports, etc. Research and provide up to date information on industry/firm/relationship changes for Relationship Managers to leverage in the sales process.

According to JobzMall, the average salary range for a Relationship Support Specialist in 3000 Schwab Way, Westlake, TX 76262, USA is $52,000 to $62,000 per year. This range is based on the salaries reported by employers and job postings in the area.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.