Specialist, CS&S Partner Support

Your Opportunity

At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time. The Partner Support Team supports the Retail and Satellite Branches regarding general operational/service questions and complex research requests. The team is designed to foster close relationships with branch partners and prompt resolution of all calls and escalated issues, including direct contact with clients as needed. In addition this role will continue to shift more routine work away from the branch. The team has a focus on proactive communication and outreach to ensure we build trust and confidence in the model. The team also identifies and escalates improvement opportunities related to systems and business processes.

As a Resolution Specialist with Partner Support, you will have the opportunity to:

• Provide timely, high quality responses to branch questions and escalations, while balancing the firm’s and the client’s needs
• Manage workflow received via phone, service wizard, or email, so the ability to adapt and adjust priorities regularly is a must
• Build relationships with our branch partners
• Deliver Raving Fans service, bring positive energy, problem solving skills, and a "willing to help" attitude
• Navigate Schwab’s investment products and services, as well as place trades and be knowledgeable of the latest market trends
• Focus on prompt and accurate responses and escalation resolution, while actively navigating internal departments and vendors to ensure seamless resolution for all client issues
• Conduct proactive outreach to assigned branch partners to build, having ownership and willingness to "quarterback" a wide range of branch issues, conduct in-depth research of escalated issues as necessary, procedures review, and identification and reporting of improvement opportunities
• Provide support and subject matter expertise to team members
• Proactively identify opportunity areas while partnering with the branches and problem solve before issues evolve
• Client contact is primarily with internal branch partners and external clients, but also includes internal business partners
• Accordingly, the role requires a high degree of business acumen and judgment, self-motivation, organizational skills, and capacity to handle stressful situations in the utmost client focused manner

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required: 

• FINRA Series 7 and 63 licenses required. 
• Excellent verbal and written communication skills, including strong facilitation skills.
• CS&S Front-line experience.
• Strong knowledge of the securities industry and investment vehicles (e.g., IRA, brokerage accounts, etc.).
• Self-directed, self-motivated, and able to work independently on a variety of tasks.
• Excellent time management and organizational skills.
• Exhibited success in creating a “through the client’s eyes” experience with a focus on proactive and productive conversations.
• Passion in mentoring others in teaching processes, coaching processes, and employee development skills for future leadership success. 

Preferred:

• FINRA Series 9/10 preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.