Client Service Specialist - Omaha, NE (NATIONAL PACIFIC NW II)

Company: Charles Schwab
Location: Bellevue
Posted on: May 26, 2023

Job Description:

Position Type: Regular
Your Opportunity

This position may be required to service TDA accounts until the broker dealer integration is complete.

Our National Branch is part of the broader branch network within the Investor Services organization. We have a unique opportunity to assist clients who don't live within close proximity to a physical branch. We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Our primary responsibility is to help individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or handling banking and lending needs, Investor Services can help.

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you are good at

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Service Specialists will pursue this mission through:

• Greeting our clients and prospects as they arrive at the branch
• Delivering unparalleled value, excellent service and providing a positive client experience
  • Assisting the Branch Manager and sales staff with meeting our client's needs
    We are looking for people with a passion for helping clients. You will be responsible for :
    • Receiving checks and or security deposits, check disbursements and new account processing
      • Actively uncovering additional business development opportunities
      • Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation
        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 be a part of a firm that truly values your contributions, consider a career at Charles Schwab.
        
        What you have
        
        We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
        • While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
        • 1 year of Client/Customer Service experience preferred
        • Demonstrated experience handling client needs with tact and diplomacy
        • Outstanding written and oral communication skills
        • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
        • Ability to lead multiple client situations, needs and inquiries simultaneously
        • Ability to build and maintain good cross-enterprise working relationships
        • Basic understanding of brokerage regulations and rules that govern client accounts preferred
        • May be asked to become a Notary

Keywords: Charles Schwab, Bellevue , Client Service Specialist - Omaha, NE (NATIONAL PACIFIC NW II), Other , Bellevue, Nebraska