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Client Reporting Specialist

2 months ago

Marquand, Missouri, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Client Reporting Specialist to join our team at Charles Schwab. As a key member of our Client Service & Support's Operational Support division, you will play a critical role in promoting client loyalty by providing high-quality subject matter expertise to our clients and internal business partners.

The Client Reporting and Security Services (CRSS) team is a TIER 2 escalation team that handles complex client inquiries and provides specialized phone support and resolution. As a Client Reporting Specialist, you will be responsible for:

  • Providing outstanding client service with a focus on resolving client issues in a timely and accurate manner
  • Managing client needs through to completion by means of follow-up, advanced research, and collaboration with business partners
  • Practicing active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients' needs
  • Answering questions on a wide range of technical operational subjects, including tax, cost basis, corporate actions, distributions, proxy, class action, and securities operations
  • Anticipating client issues and problems and proactively taking necessary steps to prevent such problems from occurring
  • Effectively managing and evaluating risk when reviewing client accounts and providing support related to varying operational subjects
  • Delivering unparalleled value and outstanding service to our internal and external clients
Requirements

To be successful in this role, you will need:

  • A 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 the 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 and 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 and contributing toward departmental and team goals and objectives
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with a 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 We Offer

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