Charles Schwab Client Service Specialist in Phoenix, Arizona
Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Christal Lynn Fortunato
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 http://www.aboutschwab.com/about/leadership/charles_schwab 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.
As a Corporate Brokerage Retirement Services (CBRS) Client Service Representative, you will provide superior service to our Third Party Administrators (TPA), Independent Record-keepers and retirement plan relationships acting as their primary Schwab contact. It’s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.
What you’ll do:
The Client Service Specialist will promote client retention and identify opportunities to build existing relationships through timely and accurate operational processing and service quality
Proactively consult with TPAs through knowledge sharing, efficiency training and education helping them manage and grow their business
Provide value-add recommendations to increase operational efficiencies within client firm’s back office
Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
Resolve complex situations or requests. This would include but not limited to: research and correction for tax reporting issues, alternative investments, transfers, and complaints
What you have:
Previous experience working with Third Party Administrators (TPA’s) and Independent Record-Keepers
Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills
Team-orientation with the ability to act as a resource for development of the team’s effectiveness.
Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
Intermediate to Advanced technical skills, with the ability to utilize multiple applications at one time, including Windows, internet researching, database systems, and email
Experience with Risk assessment and compliance functions, but not required
Series 7 and 63 (or 66) licenses not required, but can be held in this role
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: AZ - Phoenix
Job Type: Full Time
Activation Date: Friday, June 16, 2017
Expiration Date: Saturday, July 1, 2017