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Client Service Specialist

Employer
Charles Schwab Inc.
Location
Reston, VA
Closing date
Nov 30, 2021

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Industry
Other
Function
Customer Service
Hours
Full Time
Career Level
Experienced (Non-Manager)
Your Opportunity: The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, andescalations.Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals. What you are good at: Responsible for the day-to-day operations and administrative functions of the branch.Work withBranch Manager andFinancial Consultants to communicate solutions either directly or indirectly with clients.Identify and refer lead opportunities to Financial Consultants.Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.Adheresto all compliance/risk procedures and followscorporate and industry protocols.Assist Branch Manager in performing daily key compliance and oversight activities for the branch.Participate in projects to improve processes and enhance the client experiencePerform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.Research and resolution of complex client inquiries via phone, cases, and chat What you have: Education Level required: 2 Year College Degree or Equivalent ExperienceEducation Level preferred: 4 Year College DegreeExcellent communication and computer skills, including MS Word, Excel, andPowerpoint.Excellent interpersonaland customer service skillsStrong attention to detail.Ability to use good judgment in line with TD Ameritrades policies and procedures when managing relationshipsMust have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.Mustdemonstrate a positive and professional image at all times.Understanding of financial services industryoperationsSeries 7 and 63 requiredor willingness to obtain within 90 days of hireSeries 65 and/or 66 preferred1-2 years of customer service and/or sales experience preferred.Military education or experience may be considered in lieu of civilian requirements.

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