Customer Experience Specialist

2 days ago


Phoenix, Arizona, United States Charles Schwab Full time

About Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

Your Opportunity

We're seeking a highly skilled Customer Experience Specialist to join our team. As a key member of our Move Money Hotline Operations team, you will promote client loyalty by providing exceptional support to our internal and external customers via inbound/outbound phone calls and internal chat support, relating to the movement of funds.

Key Responsibilities

• Effectively manage and evaluate risk when reviewing client account money movement requests including but not limited to check requests, check deposits, ACAT transfers, and domestic and international wires.

• Respond to questions on a wide array of technical and operational subjects.

• Actively listen, assess client needs, research information, and provide clients with innovative solutions.

• Problem-solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.

• Identify situations where escalation is warranted and take necessary action quickly in a high-risk environment.

• Communicate effectively and deliver work that is detailed and clear.

• Work collaboratively and efficiently with others in a fast-paced environment.

Requirements

• 2+ years' experience in client service or operations with brokerage/financial industry preferred.

• Strong interpersonal, verbal, and written communication skills.

• Excellent operational and follow-up skills with the ability to manage complex work.

• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.

• Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.

What We Offer

• Competitive salary: $65,000 - $85,000 per year

• Bonus opportunities

• Comprehensive benefits package, including 401(k) matching, paid time off, and tuition reimbursement

• Hybrid work and flexibility approach

A Message from Charles Schwab

We believe in putting our clients first and helping them achieve their financial goals. If you're passionate about delivering exceptional customer experiences and have a strong background in financial services, we encourage you to apply for this exciting opportunity.



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