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for Specialist Partner Support on Tier One Alerts

Company: Charles Schwab
Location: Pflugerville
Posted on: November 22, 2021

Job Description:

Specialist Partner Support-Charles Schwab Position Type: Regular Your Opportunity Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client's goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. The Partner Support Team supports the Retail and Satellite Branches regarding general operational/service questions and complex research requests. The team is designed to foster close relationships with branch partners and prompt resolution of all calls and escalated issues, including direct contact with clients as needed. In addition this role will continue to shift more routine work away from the branch. The team has a focus on proactive communication and outreach to ensure we build trust and confidence in the model. The team also identifies and escalates improvement opportunities related to systems and business processes. What you are good at As a Resolution Specialist with Partner Support, you will have the opportunity to; Provide timely, high quality responses to branch questions and escalations, while balancing the firm's and the client's needs. Manage workflow received v

Keywords: Charles Schwab, Pflugerville , for Specialist Partner Support on Tier One Alerts, Other , Pflugerville, Texas

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