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Charles Schwab & Co., Inc Job Title
Client Service Specialist

Charles Schwab & Co., Inc

Job Description
Your Opportunity The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients.\u202f Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations.\u202f\u202f Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.\u202f\u202f  What you are good at Responsible for the day-to-day operations and administrative functions of the branch.  Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.  Identify and refer lead opportunities to Financial Consultants.  Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.  Adheres to all compliance/risk procedures and follows corporate and industry protocols.  Assist Branch Manager in performing daily key compliance and oversight activities for the branch.  Participate in projects to improve processes and enhance the client experience  Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.\u202f  Research and resolution of complex client inquiries via phone, cases, and chat  What you have Education Level required: 2 Year College Degree or Equivalent Experience  Education Level preferred: 4 Year College Degree  Excellent communication and computer skills, including MS Word, Excel, and Powerpoint.  Excellent interpersonal and customer service skills   Strong attention to detail.  Ability to use good judgment in line with TD Ameritrade\u2019s policies and procedures when managing relationships  Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.  Must demonstrate a positive and professional image at all times.  Understanding of financial services industry operations  Series 7 and 63 required or willingness to obtain within 90 days of hire  Series 65 and/or 66 preferred  1-2 years of customer service and/or sales experience preferred.  Military education or experience may be considered in lieu of civilian requirements. 

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Postal code: 20006

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