Estate Services Representative

1 week ago

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

We are seeking a highly skilled and experienced Estate Services Representative to join our team at Charles Schwab. As an Estate Services Representative, you will play a critical role in providing exceptional client service and support to our clients and internal associates.

Key Responsibilities
  • Proactively deliver unparalleled value and outstanding service to our clients by answering questions and communicating requirements pertaining to Estates resolution.
  • Leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event, while mitigating the risk to the firm by making informed decisions based on the interpretation of business rules along with state and federal regulations and statutes.
  • Utilize active listening skills, and relationship building skills to uncover and assess underlying client needs by utilizing our EDGE model.
  • Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels.
  • Engage clients in a manner that inspires asset retention and consolidation at Schwab by working together with the estates processing team to aid in the timely resolution of client issues.
  • Assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues by effectively using decision making skills to enforce company policies in accordance with applicable regulations and procedures.
  • Navigate grey area when working with clients resolve escalated issues and inquiries.
  • Interact with team members to assist in attaining individual, team, and department objectives by participating in projects and initiatives of varying scope and duration as directed by the business.
Requirements
  • 2+ years operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research.
  • Bachelor's degree in finance, economics, business administration, or related area (will consider relevant work experience).
  • Active Series 7 & 63 licenses preferred but not required.
  • Ability to learn, apply and retain new information and skills- Emphasis on the ability to review and understand state regulations and limits.
  • Strong analytical, organizational, and problem-solving skills.
  • Ability to communicate effectively (written and verbal).
  • Display professionalism across all settings.
  • Ability to produce high quality work and meet deadlines.
  • Ability to work in fast-paced environment with an ability to multi-task.
  • Able to empathize and respond sensitively to clients during life event conversations.
  • Ability to make difficult decisions in situations that do not follow standard process.
What We Offer

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.
About Charles Schwab

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. 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.

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