Client Service Specialist

4 days ago

Horsham, Pennsylvania, United States Cramer Management LLC Full time
Job Description Job Description

Independent Branch Client Service Specialist --Horsham, PA

Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab's client offerings visit:

The Schwab Independent Branch in Horsham, PA is looking for an Independent Branch Client Service Specialist with a passion for serving clients.

Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

  • Building strong, personal relationships with clients is a key component the Independent Branches' success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated
  • Deliver outstanding service and provide all clients with an exceptional experience
  • Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients

KEY RESPONSIBILITIES

  • Greet clients in person and over the phone
  • Receive checks and security deposits and process new accounts
  • Schedule client consultations and help facilitate client requests
  • Maintain branch to Schwab brand standards
  • Assist the Independent Branch Leader and sales staff with meeting client needs
  • Coordinate marketing efforts for the branch, including but not limited to seminars and events.

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include:

  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Ability to work independently and as part of a team
  • Strong attention to detail
  • Able to develop and maintain good cross-enterprise working relationships
  • Must be proficient with Microsoft Office
  • Strong phone and interpersonal relationship skills
  • Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.

POSITION LOCATION:

303 Horsham Road Suite D Horsham PA 19044

HOURS & COMPENSATION

  • Full-time position
  • Typical hours are 8:30-5 Monday-Friday
  • Benefits package to accrue for Paid Time Off (PTO), Health and Retirement plans
  • Compensation range $16-$20/hour with bonus potential commensurate with experience

HOW TO APPLY

Reply via the Zip Recruiter link or email Matt Cramer at

Company Description Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.Company Description Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.\r
\r
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.\r
\r
This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.

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