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Operations Associate- Client Services & Support

Charles Schwab

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Job Snapshot

Location:

Maitland, FL 32751 ( map it!

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Employee Type:

Full-Time

Industry:

Accounting - Finance

Manages Others:

Not Specified

Job Type:

Finance

Experience:

None

Relocation Covered:

Post Date:

11/3/2009

Contact Information

Ref ID:

DMY1301_6062

Description Client Services & Support Associate

(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!

SUMMARY AND RESPONSIBILITIES:

As a Client Services & Support Associate 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

� Utilizing a passion for client service, positive energy,
and problem solving skills to assist Schwab clients, 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.

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

In addition, ideal candidates will have:

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

� At least 2 years brokerage or related financial services
experience

� Experience working with a document imaging system

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

Position may be filled as grade 53,54,55,56 depending on experience

Requirements Brokerage experience preferred

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