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Financial Services Specialist

2 months ago

Phoenix, Arizona, United States Charles Schwab Full time
Job Summary

We are seeking a highly skilled Financial Services Specialist to join our team at Charles Schwab. As a key member of our Participant Group Specialist team, you will be responsible for providing exceptional client service and support to our clients, including plan participants, trustees, and advisors.

Key Responsibilities
  • Provide world-class client service via phone, email, and chat, while establishing and cultivating relationships.
  • Process service inquiries as well as equity, ETF, option, and mutual fund transactions.
  • Adhere to all company policies and procedures.
  • Contact participants/advisors/trustees by phone or email to resolve back-office issues.
  • Process and create applicable cases through various workflows.
  • Mitigate risk, including following all trading policies and procedures and escalating appropriately to management.
  • System cleanup projects.
  • Call-out campaigns.
  • Attend and participate in team meetings and huddles.
  • Miscellaneous tasks as assigned by management.
Requirements
  • Active series 7 & 63/66 licenses are required (may be obtained under a condition of employment - within 6 months).
  • Outstanding communication, listening, and analytical skills.
  • Possess a sense of urgency and commitment to provide the highest level of service to Schwab clients.
  • Ability to recognize client needs quickly and respond to those needs in a courteous and professional manner.
  • Ability to accurately determine client needs and achieve problem resolution.
  • Recognizes opportunities for improvement and recommends changes in current processes or procedures to enhance personal and organizational effectiveness and efficiency.
  • Capable of maintaining a professional attitude and exhibiting emotional intelligence.
  • Knowledge of the securities industry.
  • Strong technical skills with the ability to quickly assimilate and understand the systems used throughout the company.
  • Proficient typing skills and using Schwab systems.
  • Capable of handling an ever-changing environment.
  • Adept at teamwork across multiple locations.
Preferred Qualifications
  • Six months client service experience.
  • Three to six months trading experience.
About Us

At Charles Schwab, we are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

We offer a competitive and flexible package designed to empower you for today and tomorrow. Our benefits package is designed to help you make the most of your life at work and at home—today and in the future.