Client Service & Support Associate

Description Client Service & Support Operations Specialist

Orlando, FL

Client Service & Support, Schwab Investor Services

Charles Schwab's purpose is to help everyone become financially fit.
Through advocacy and innovation, Schwab has worked to make investing
more affordable, more accessible and more understandable for all.
For more than three decades, The Charles Schwab Corporation has been
an advocate for individual investors and the independent advisors who
serve them.

At Schwab, we respect the unique differences of our employees, our
clients and the communities we serve � striving to create a
consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships,
possess high ethical standards, and have a desire to learn and grow,
there's a place for you at Schwab!

Organization Objective/Purpose:

Whether you want to work face-to-face with customers or are drawn to
opportunities behind the scenes, know that everybody who works at
Schwab plays a vital role in offering our clients a range of valuable
and ethical financial services. If you share our enthusiasm for
providing the tools, resources and guidance that can help them
achieve their financial goals, there's a place for you at Schwab.

Brief Description of Role:

SUMMARY AND RESPONSIBILITIES:
As an Operations Administrator in Client Service & Support at Charles
Schwab, you will pursue our mission and values through:

Delivering unparalleled value and outstanding service to our
clients in order to build and maintain client loyalty

Processing new Schwab brokerage account applications and account
update requests as well as reviewing client correspondence

Utilizing a passion for client service, positive energy, and
problem solving skills to assist Schwab clients in opening and
updating their accounts as well as performing detailed research and
follow-up, via inbound and outbound calls

Assessing and resolving client issues at a moment's notice, helping
them navigate Schwab products and services

Interacting with other team members to assist in attaining
individual, team, and department objectives

Managing multiple tasks effectively by balancing high productivity
with excellent service quality

Operations Administrators work in highly collaborative teams in an
inclusive environment, and are paid a salary plus additional
compensation for overtime hours. In addition, our Client Service
& Support bonus program rewards client satisfaction, client
retention, and profitable company growth. We invest in our employees
through comprehensive training and an extensive benefits program.
Schwab employees also have the opportunity to take part in community
service projects and other company events.

If you want to work with a financial services firm that values
integrity, open communication, perseverance and a relentless focus on
helping clients achieve their life goals, consider a career at
Charles Schwab.

Technical/Functional Qualifications:

Minimum required qualifications for this role are:

Passion for service with strong client-focus and the desire to help
people

Positive attitude, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics

Excellent communication and interpersonal skills, especially the
ability to listen and to explain complex subjects

Well developed organizational, time management, prioritization, and
analytical skills

Strong technical skills, including knowledge of Windows (XP),
internet searching, database systems (Excel), and email (Outlook)

Ability to work a flexible shift, in both hours and days, in
response to market activity and business demand

At least 2 years brokerage or related financial services experience

In addition, ideal candidates will have:

Bachelor's degree in finance, economics, business administration,
or related area

Experience working with a document imaging system

Active NASD Series 7 & 63 licenses are preferred, but not required

Position may be filled as grade 53-56 depending on experience.

Please note- In order to be considered for this role you must
complete a client focus assessment. Following your submission, you
will receive an email from Schwab Careers with a link for this
assessment. Please ensure that your security settings for your email
account are set low-enough to receive email responses from Charles
Schwab.

Requirements Brokerage Experience a plus