Client Service Specialist - Participant Investor Concierge Team

Company: Charles Schwab
Location: Pflugerville
Posted on: May 17, 2023

Job Description:

Position Type: RegularYour OpportunityThe Client Service Specialist role is part of the broader organization of Acquisition Delivery providing support to multiple business units within Acquisition Delivery. As a Client Service Specialist for the Schwab Participant Investor Development Team you will perform operational and sales support activities with a high level of accuracy.What you are good at

• Partner with multiple Financial Consultants both onsite and remote, performing operational activities to support sales efforts.
• Demonstrate a passion for customer service and be a positive role model to colleagues.
• Apply problem solving skills to respond to inquiries including research items pertaining to 401k & PCRA rollovers, account restrictions or holds, customer correspondence, audit and call reviews, product knowledge support, and expanding the client experience.
• Take initiative to identify, participate in, and lead special projects and assignments.
• Maintain all related files to insure audit readiness and department accordance with compliance, oversight, and supervision requirements.
• Possess a thorough understanding of Schwab's products and services including paperwork and procedures required for efficient processing.
• Work to become a subject matter expert in operational and sales support, share this expertise with the FCs, AD CSS and our business partners.
• Research and resolve operational inefficiencies, identify areas of improvement that will assist our group in reaching team sales goals.
• Collaborate with CSS teams across AD to support the goals of the enterprise.What you have
  • Active and valid FINRA Series 7 is required
  • Active and valid FINRA Series 63 (may be obtained within 120 days of employment)
  • Active and valid FINRA Series 9/10 (highly preferred)
  • Bachelor's degree or equivalent work-related experience
  • Minimum two years of experience in a direct client facing or operational role required.
  • Preferred experience in a retail brokerage environment.
  • Basic understanding of brokerage regulations and rules that govern client accounts.
  • Demonstrated experience handling client concerns and issues with tact and diplomacy.
  • Outstanding written and oral communication skills.
  • Ability to work independently and effectively as part of a team, while handling multiple client situations, needs and inquiries simultaneously. -In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Keywords: Charles Schwab, Pflugerville , Client Service Specialist - Participant Investor Concierge Team, Hospitality & Tourism , Pflugerville, Texas