Position Type: Regular
Your opportunity
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
We are looking for people with a passion for helping clients. The successful Client Service Specialist will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.
What you are good at
- Provide outstanding client service while demonstrating empathy and problem-solving skills
- Provide support to the Relationship Managers (RMs), Client Service Mangers (CSMs) and Senior Client Service Specialists on a wide variety of tasks including account opening, funding, and account maintenance, etc.
- Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed
- Collaborate on various Client Service department working groups
- Manage contact databases, creating and updating prospect/client information
- Assist in the quarter-end reporting, and preparation of client meeting materials
What you have
The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.
- Passion for service and finance with strong client-focus and the ability to provide a superior level of service
- Aptitude for complex problem solving
- Good analytical skills with a superior level of attention to detail
- Collaborative and relational work style with proven success in a team environment
- Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
- Microsoft Office Suite knowledge preferred
- Experience in client facing role desired
- Desire for growth opportunities and ongoing training
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
