Charles Schwab Client Reporting Representative in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Erika Jessica Pullem


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

CRSS is a specialized team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters such as: tax, cost basis, corporate actions, securities operations, distributions and client reporting products. The work performed is detailed, and requires explanations to be communicated in a clear and effective manner. Explore an exciting and challenging opportunity to join an exceptional team within Operational Services that provides phone support and resolution of client inquiries.

What you’ll do:

  • Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations.

  • Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.

  • Set proper expectations when assessing and resolving client issues.

  • Deliver unparalleled value and outstanding service to our internal and external clients.

  • Identify and resolve escalations while evaluating and mitigating risk.

  • Work collaboratively and effectively with others.

What you have:

  • 3-5 years in financial services (brokerage industry preferred), college degree or equivalent experience.

  • Proven subject matter knowledge within two or more of the following areas: Corporate Actions, Distributions, Security Processing, Tax Reporting and Cost Basis.

  • Excellent interpersonal skills and the ability to communicate in a clear and concise manner.

  • Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.

  • Must have demonstrated ability to work in a high volume, fast paced environment.

  • Ability to accurately and quickly resolve client service issues while providing world class service to internal and external clients.

  • Exceptional critical thinking skills and the ability to exercise sound judgment.

  • Adaptable to working in a high volume, fast paced environment.

  • Strong working knowledge of Schwab internal systems, tools and resources.

  • Series 7 and 63 licenses preferred, but not required.

This position may be filled at a Grade level 55 or 56, depending on experience

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-2-5 yrs, Administrative Support-2-5 yrs, Campus Programs, Adminstrative Support-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs, No Work Experience

Position Located In: AZ - Phoenix

Education: HS/GED

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Monday, April 3, 2017

Expiration Date: Saturday, July 1, 2017

Apply Here