Senior Specialist, Fixed Income Service (WESTLAKE)

Position Type : Regular

Your opportunity

At Schwab, youre 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 Fixed Income Service Senior Specialist, you would operate in a dual capacity to support our Regional Bond Specialists and act as ambassadors of Fixed Income at Schwab to educate, guide, and assist clients. A career in Fixed Income begins with a solid client focused mentality and a strong desire to help clients meet their financial goals. Providing our clients with exceptional experiences is the priority at Schwab and in the Fixed Income Department. The professional should have a fundamental understanding of general income strategies, working towards developing a deep and expert understanding. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.

• 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 clients 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 clients objectives, time horizon, and risk tolerance.
• Be consultative As appropriate, recommend solutions to clients that align to their goals. We also partner with the clients 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.

What you have

To ensure that we have fulfilled our promise of challenging the status quo, this role has specific qualifications that successful candidates should have.

Required Qualifications

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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 :