Vacancy expired!
Your OpportunityOur National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don’t live within close proximity to a physical branch. We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Our primary responsibility is to help individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.To learn more about our client offerings visit:What you’re good atBuilding strong, personal relationships with our clients is a key component of our business strategy.Our Client Relationship Specialists will pursue this mission through:
Delivering unparalleled value, excellent service and providing a positive client experience
Assisting the Branch Manager and sales staff with meeting our clients’ needs
We are looking for people with a passion for helping clients. You will be responsible for:
Managing, organizing and properly processing all forms and correspondence that arrive via mail, fax or email
Dedicated to uncovering additional business development opportunities
Scheduling clients with a Financial Consultant for further consultation
Partnering with multiple Financial Consultants within a National Branch, and backing up other National Branches as needed with operational activities to support sales efforts
Managing a support box for the branch which could include: researching requests, outbound calls to practice clients regarding operational situations, and putting together reports and sales materials
Supporting Financial Consultants as needed to allow them more time with clients and less time on operational issues
Maintaining all related files to ensure audit readiness and department accordance with compliance, oversight and supervision requirements
Working to become a subject matter expert in operational and sales support, and share this expertise with business partners
Researching and resolve operational inefficiencies, and identify areas of improvement that will assist our group in reaching team sales objectives
Collaborating with other National Branch Client Relationship Specialists to support the goals of the enterprise
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.To explore more about the culture at Schwab,click here toWhat you haveWe place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
Valid and active Series 7 & 63 licenses are required
A valid and active Series 9/10 license is required (may be obtained within a 120 day condition of employment)
Minimum 12 months in the financial services industry
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Strong attention to detail
Ability to manage multiple client situations, needs and inquiries simultaneously, and prioritize accordingly
Need be able to build and maintain good cross enterprise working relationships
Apply for this jobRefer a friendWhy Schwab?At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-AZ-PhoenixRequisition ID 2020-51533Posted Date 8 hours ago (2/24/2020 2:15 PM)Category Customer Service/Client ServicePosition Type Full time
Vacancy expired!