Operations Hotline Specialist

11 hours ago


Phoenix, Arizona, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Operations Hotline Specialist to join our team at Charles Schwab. As a key member of our Customer Verification and Research Center, you will play a critical role in promoting client loyalty by providing exceptional support to our internal and external customers.

Key Responsibilities
  • Verify client identities and perform risk-based investigative searches
  • Conduct fraud detection and ID theft prevention
  • Work with 3rd party sources to gather information
  • Analyze quantitative and qualitative data to identify potential issues
  • Respond to client inquiries and provide innovative solutions
  • Problem solve and conduct research to resolve client issues
  • Communicate effectively with clients and colleagues
Requirements
  • 3+ years of experience in client service or operations
  • Strong customer service skills and ability to handle escalated calls
  • Strong interpersonal, verbal, and written communication skills
  • Strong organization skills and ability to prioritize tasks
  • Strong analytical and problem-solving skills
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement. We also offer opportunities for professional growth and development, as well as a collaborative and supportive work environment.

Why Join Us

At Charles Schwab, we are dedicated to making a positive impact in the finance industry. We believe in empowering our employees to make a difference and offer a range of benefits and opportunities to support their success. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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