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CLIENT SERVICE SPECIALIST -- WEST PORTAL, CA
Job Field: Legal Jobs
Location: San Francisco, CA
Salary: $Not stated
Location: San Francisco, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Client Service Specialist -- West Portal, CA Job ID: 0620-8560 Description:About Schwab:Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.Organizational Objective/Purpose:Client Service SpecialistOur branch network is part of the broader Investor Services organization and is primarily responsible for helping 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.Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Service Specialists will pursue this mission through:- Greeting our clients and prospects as they arrive at the branch - Delivering unparalleled value, outstanding service and providing a positive client experience.- Assisting the Branch Manager and sales staff with meeting our client''s needsBrief Description of Role:We are looking for people with a passion for helping clients….You will be responsible for:- Receiving checks and or security deposits, check disbursements and new account processing- Proactively uncovering additional business development opportunities- Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultationOur Client Service Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.We believe that our values have helped us to build both a successful business model and an outstanding 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.Technical/Functional Qualifications:We 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- Series 7 and 63 required ( may be obtained within 180 days of employment)- Minimum two years experience in a direct client facing role required- Basic understanding of brokerage regulations and rules that govern client accounts- Demonstrated experience handling client concerns and issues with tact and diplomacy- Outstanding written and oral communication skills- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.- Ability to manage multiple client situations, needs and inquiries simultaneouslyMust be able to develop and maintain good cross enterprise working relationshipsThis is a summary only and duties and responsibilities may be changed from time to time, or over time.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications FINRA Series 63, FINRA Series 7Relevant Work Experience Customer Service-2-5 yrs, Brokerage Operations-2-5 yrsPosition Located In CA - San FranciscoEducation BA/BSJob Type Full TimeLogin | Help
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<tr><td valign="top" width="450"><b>Client Service Specialist -- West Portal, CA Job ID: 0620-8560 Description:About Schwab:Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients'' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice.Organizational Objective/Purpose:Client Service SpecialistOur branch network is part of the broader Investor Services organization and is primarily responsible for helping 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.Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Service Specialists will pursue this mission through:- Greeting our clients and prospects as they arrive at the branch - Delivering unparalleled value, outstanding service and providing a positive client experience.- Assisting the Branch Manager and sales staff with meeting our client''s needsBrief Description of Role:We are looking for people with a passion for helping clients….You will be responsible for:- Receiving checks and or security deposits, check disbursements and new account processing- Proactively uncovering additional business development opportunities- Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultationOur Client Service Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.We believe that our values have helped us to build both a successful business model and an outstanding 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.Technical/Functional Qualifications:We 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- Series 7 and 63 required ( may be obtained within 180 days of employment)- Minimum two years experience in a direct client facing role required- Basic understanding of brokerage regulations and rules that govern client accounts- Demonstrated experience handling client concerns and issues with tact and diplomacy- Outstanding written and oral communication skills- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.- Ability to manage multiple client situations, needs and inquiries simultaneouslyMust be able to develop and maintain good cross enterprise working relationshipsThis is a summary only and duties and responsibilities may be changed from time to time, or over time.Job Specifications:Relocation Offered? NoWork Schedule DaysLanguages English - spokenCurrent Licenses / Certifications FINRA Series 63, FINRA Series 7Relevant Work Experience Customer Service-2-5 yrs, Brokerage Operations-2-5 yrsPosition Located In CA - San FranciscoEducation BA/BSJob Type Full TimeLogin | Help
KEY REQUIREMENTS:
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