Charles Schwab Sr. Client Relationship Specialist - San Mateo, CA in San Mateo, California
San Mateo - CA, BRCAMT, 1300 South El Camino Real, 94402-2964
Ami Nicole Thomas
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
To learn more about our client offerings visit: Charles Schwab - Investor Services at http://www.aboutschwab.com/about/overview/investor_services
What you’ll do:
Building strong, personal relationships with our clients is a key component of our business strategy. Our Senior Client Relationship Specialist will pursue this mission through:
Demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch and the company.
Deepening ongoing internal and external business partner relationships.
Consistently demonstrating initiative, workplace engagement and leadership.
Delivering a self-directed unparalleled value and outstanding client service.
Assisting the Branch Manager and sales/support staff with meeting our clients’ needs.
Successfully navigating through extremely complex operational issues.
Highly successful with diffusing negative client situations.
We are looking for people with a passion for helping clients...You will be responsible for:
Implementing, training and support of new processes that are adopted by the firm.
Partnering with internal and external business partners to prepare for a branch audit.
Being a product and service subject matter expert.
Receiving checks, security deposits, check disbursements and new account processing.
Proactively uncovering additional business development opportunities.
Scheduling the clients with a Financial Consultant for further consultation.
Our Senior Client Relationship Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
To learn more about the culture at Schwab, click here to meet our people at http://www.aboutschwab.com/careers/people/ .
What you have:
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Minimum of 2 years in a client service capacity
Understanding of the financial services industry and/or securities industry is required
Solid understanding of regulatory and compliance policies associated with brokerage business
Demonstrated experience handling client concerns and issues with tact and diplomacy
Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Effective time management skills, with the ability to prioritize issues and invest time where appropriate
Outstanding written and oral communication skills
Must be able to develop and maintain good cross enterprise working relationships
Education, Licenses, and Designations
Bachelor's degree or equivalent work related experience
Active and valid Series 7 and 63 required
Active and valid Series 9/10 is required (may be offered as a 180 day Condition of Employment)
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Administrative Support-2-5 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Position Located In: CA - San Mateo
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Monday, July 31, 2017
Expiration Date: Friday, September 1, 2017