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Client Reporting and Security Specialist
2 months ago
We are seeking a highly skilled Client Reporting and Security Specialist to join our team at Charles Schwab. As a key member of our Client Service & Supports (CS&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 Service (CRSS) team is a TIER 2 escalation team that provides specialized phone support and resolution to client inquiries. As a Client Reporting and Security Specialist, you will be responsible for managing client needs through to completion, providing outstanding client service, and collaborating with business partners to ensure timely and accurate delivery of information.
Key Responsibilities- Provide exceptional client service with a one-call resolution mentality while demonstrating empathy and problem-solving skills.
- Manage client needs through to completion by means of follow-up, advanced research, client advocacy, and collaboration with business partners.
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients' needs.
- Answer questions on a wide assortment of technical operational subjects, including tax, cost basis, corporate actions, distributions, proxy, class action, and securities operations.
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems 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.
- Recognize risks and act to mitigate firm exposure.
- Champion client use of Schwab's digital platform and provide website navigational support by leading with a superior understanding of features and benefits of tools, products, and services.
- 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 and contributing toward departmental and team goals and objectives.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high-level integrity and ethics.
- Strong working knowledge of Schwab's internal systems, tools, and resources.
- Series 7 and 63 licenses preferred, but not required.
- Bachelor's degree or equivalent work experience.
- A competitive benefits package that takes care of the whole you, both today and in the future.
- A supportive culture that empowers your personal and professional success.
- A focus on your development and growth within the company.
- A hybrid work and flexibility approach that balances our commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
