Financial Services Specialist

4 weeks ago

Phoenix, Arizona, United States Charles Schwab Full time
Unlock Your Potential

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.

As a member of our Client Reporting and Security Services (CRSS) team, you'll play a critical role in providing high-quality service to our clients. You'll work closely with our internal business partners to ensure timely and accurate delivery of information, and you'll have the opportunity to develop your skills and expertise in a fast-paced, dynamic environment.

Key Responsibilities
  • Provide exceptional client service with a focus on resolving issues efficiently and effectively.
  • Manage client needs through to completion, using advanced research and collaboration with business partners to ensure timely and accurate delivery of information.
  • Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients' needs.
  • Answer questions on a wide range of technical operational subjects, including tax, cost basis, corporate actions, distributions, and securities operations.
  • Anticipate client issues and problems, and proactively take steps to prevent them from occurring.
  • Effectively manage and evaluate risk when reviewing client accounts, and provide support related to varying operational subjects.
  • Set proper expectations when assessing and resolving client issues.
  • Deliver unparalleled value and outstanding service to our internal and external clients.
Requirements
  • Minimum of 12 months of financial services experience in the brokerage industry.
  • Subject matter knowledge within one or more of the following areas: corporate actions, distributions, security processing, tax reporting, and cost basis.
  • Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail.
  • Excellent interpersonal skills and the ability to communicate in a clear and concise manner.
  • Strong verbal and written communication skills, with a desire to work in a multi-channel virtual environment.
  • Exceptional critical thinking skills and the ability to exercise sound judgment.
  • Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.
  • Ability to resolve client service issues while providing world-class service accurately and quickly to internal and external clients.
  • Adaptable to working in a high-volume, fast-paced environment.
  • Passion for working in a team environment, contributing toward departmental and team goals and objectives.
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
  • Strong working knowledge of Schwab internal systems, tools, and resources.
  • Series 7 and 63 licenses preferred, but not required.
  • Bachelor's degree or equivalent work experience.
What's in it for you

At Charles Schwab, we offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

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