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Client Reporting Specialist

2 months ago

Omaha, Nebraska, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Client Reporting Specialist to join our Client Service & Support's Operational Support division. As a key member of our team, you will be responsible for providing exceptional client service and support in the areas of client reporting and security services.

Key Responsibilities
  • Provide outstanding client service with a focus on resolving client inquiries and issues in a timely and effective manner.
  • Manage client needs through to completion by means of follow-up, advanced research, and collaboration with business partners.
  • Develop and maintain a thorough understanding of client needs and preferences to provide personalized support.
  • Stay up-to-date on industry trends and developments to provide expert advice and guidance to clients.
  • Collaborate with internal teams to ensure seamless delivery of services and support.
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.
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 means 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