Your opportunityClient Reporting and Security Services (CRSS) is a specialized team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters such as: tax, cost basis, corporate actions, securities operations, distributions and client reporting products. The work performed is detailed, and requires explanations to be communicated in a clear and effective manner. Explore an exciting and challenging opportunity to join an exceptional team within Operational Services that provides phone support and resolution of client inquiries.
What you are good at
- Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations.
- 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.
- Identify and resolve escalations while evaluating and mitigating risk.
- Work collaboratively and effectively with others.
- Handle client escalations in all subject matter CRSS supports by listening and solving problems resulting in a positive client experience.
- Facilitate training and be part of the mentor program.
- Assist with quality assurance and coaching employees.
- Educate both internal and external clients on all subject matters CRSS supports.
What you have
- 3-5 years in a financial services (brokerage industry preferred) or client service/client facing role; college degree or equivalent experience.
- Series 7 and 63 licenses required.
- Outstanding customer service skills, excellent interpersonal skills and the ability to communicate in a clear and concise manner.
- Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.
- Ability to accurately and quickly resolve client service issues while providing world class service to internal and external clients.
- Exceptional critical thinking skills and the ability to exercise sound judgment.
- Adaptable to working in a high volume, fast paced environment.
- Proven subject matter knowledge within three or more of the following areas: Cost Basis, Tax Reporting, Corporate Actions, Distributions and Security Processing.
- Excellent interpersonal skills and the ability to communicate in a clear and concise manner both orally and written.
- Must have demonstrated ability to work in a high volume, faced paced environment.
- Proven ability to handle escalations professionally and changing the client experience by building client loyalty and providing solutions.
- Demonstrates leadership qualities in making decisions and mitigating risk.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
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
