Client Reporting Specialist
1 week ago
At Charles Schwab, we're seeking a highly skilled Client Reporting Specialist to join our team. As a Client Reporting Specialist, you will play a critical role in providing exceptional client service and support to our clients. You will be responsible for managing client needs, providing outstanding service, and resolving client issues in a timely and accurate manner.
Key Responsibilities- Client Service and Support: Provide exceptional client service and support to our clients, responding to their inquiries and resolving their issues in a timely and accurate manner.
- Client Needs Management: Manage client needs, providing follow-up, advanced research, client advocacy, and collaboration with business partners to ensure timely and accurate delivery of information.
- Technical Expertise: Possess subject matter knowledge within one or more of the following areas: Corporate Actions, Distributions, Security Processing, Tax Reporting, and Cost Basis.
- Communication and Interpersonal Skills: Demonstrate excellent verbal and written communication skills, with the ability to communicate in a clear and concise manner.
- Problem-Solving and Analytical Skills: Possess strong analytical skills, with the ability to analyze complex problems and provide effective solutions.
- Teamwork and Collaboration: Work collaboratively with business partners to ensure timely and accurate delivery of information.
- Education: Bachelor's degree or equivalent work experience.
- Experience: Minimum of 12 months of financial services experience in the brokerage industry.
- Licenses and Certifications: Series 7 and 63 licenses preferred, but not required.
At Charles Schwab, we're 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.
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Client Reporting Specialist
5 days ago
Marquand, Missouri, United States Charles Schwab Full timeJob SummaryAt Charles Schwab, we're seeking a highly skilled Client Reporting Specialist to join our team. As a Client Reporting Specialist, you will play a critical role in providing exceptional client service and support to our clients. You will be responsible for managing client needs, providing outstanding service, and resolving client issues in a timely...
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Client Reporting Specialist
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