Client Service Representative
5 days ago
Key Responsibilities
- Greet clients in person and over the phone, ensuring they feel welcomed and appreciated.
- Receive checks and security deposits and process new accounts.
- Schedule client consultations and help facilitate client requests.
- Maintain branch to Schwab brand standards.
- Assist the Independent Branch Leader and sales staff with meeting client needs.
- Coordinate marketing efforts for the branch, including but not limited to seminars and events.
- Demonstrated experience handling client concerns and issues with tact and diplomacy.
- Ability to manage multiple client situations, needs and inquiries simultaneously.
- Ability to work independently and as part of a team.
- Strong attention to detail.
- Able to develop and maintain good cross-enterprise working relationships.
- Must be proficient with Microsoft Office.
- Strong phone and interpersonal relationship skills.
- Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
303 Horsham Road Suite D Horsham PA 19044
How to ApplyReply via the Zip Recruiter link or email Matt Cramer at matt.cramer@schwab.com.
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