Client Reporting and Security Specialist

1 week ago


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

We are seeking a highly skilled Client Reporting and Security Specialist to join our team at Charles Schwab. As a key member of our Operational Support division, you will play a critical role in providing exceptional client service and support.

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, utilizing advanced research and collaboration with business partners to ensure timely and accurate delivery of information.
  • Practice active listening and open-ended dialogue to gain a thorough understanding of client needs and preferences.
  • Answer complex technical questions related to financial services, including tax, cost basis, corporate actions, distributions, and securities operations.
  • Anticipate and proactively address client issues and problems to prevent them from occurring.
  • Effectively manage and evaluate risk when reviewing client accounts and provide support related to various operational subjects.
  • Set clear expectations and deliver unparalleled value and outstanding service to internal and external clients.
  • Recognize and mitigate firm exposure by identifying and addressing potential risks.
  • Champion client adoption of Schwab's digital platform and provide website navigational support by leading with a superior understanding of features and benefits.
Requirements
  • Minimum of 12 months of financial services experience in the brokerage industry.
  • Subject matter knowledge within one or more areas, including corporate actions, distributions, security processing, tax reporting, and cost basis.
  • Solid analytical skills and ability to multitask, with a focus on attention to detail and ability to operate with minimal supervision.
  • Excellent interpersonal and communication skills, with the ability to communicate clearly and concisely in a multi-channel virtual environment.
  • Exceptional critical thinking skills and 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, contributing to 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
  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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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