Client Reporting Specialist

4 weeks ago

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

At Charles Schwab, we're seeking a highly skilled Client Reporting and Security Services Specialist to join our team. As a key member of our Client Service & Support'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.

Key Responsibilities
  • Provide outstanding client service with a focus on resolving client inquiries and issues in a timely and accurate 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 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 Schwab.com tools, products, and services.
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.
  • 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 internal systems, tools, and resources.
  • Series 7 and 63 licenses preferred, but not required.
  • Bachelor's degree or equivalent work experience.
What We Offer

At 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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.

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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