Specialist, Client Reporting Expert
3 weeks ago
We are seeking a highly skilled Client Reporting and Security Service 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 providing exceptional client service and support to our clients.
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, 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 range 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 acts to mitigate firm exposure.
- Champion client use of Schwab's digital platform and provide website navigational support.
- 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 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 high-level 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.
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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