Specialist, CS&S New Client Service - Omaha, NE

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.

Shift details: Monday-Friday, 10:30am-7:00pm CT

The New Client Service Specialist will provide in-depth assistance to both new and existing clients in their first 90 days of opening an account. This is an inbound phone role, responsible for onboarding new-to-firm clients, engaging in proactive discovery on inbound calls, and acting as advocates to the Schwab Brand.

Through consultative conversations utilizing the EDGE model, New Client Services Specialists will uncover unstated needs and provide the appropriate Enhanced Service Opportunity solutions to clients. New Client Services Specialists will be subject matter experts and will educate clients in a wide variety of subjects including, but not limited to, account types, new account processes and procedures, and Schwab’s available tools, products, and services. This enhanced level of service will help build trust and loyalty during onboarding, reaffirming the client's choice to invest with Schwab.

In this role you will:

• Take inbound calls to assist clients with accounts in their first 90 days.
• Ability to engage clients in needs-based, consultative conversations using the EDGE model that resolves stated needs and uncovers unstated needs.
• Can confidently navigate clients through Schwab platforms & services, including account opening, funding, and other necessary client-facing resources.
• Efficiently assist with and educate clients on Schwab’s tools and resources based on what fits their individual needs.
• Proactively ask engaging questions aimed at identifying Enhance Service Opportunities to enhance the client experience.
• Closely adhere to and manage schedule using available tools and resources.
• Provide support to other client service queues and business partners as needed.
• Provide input and recommendations for improvement regarding current policies, procedures, technologies, and tools.
• Engage in team huddles and problem solving to drive continuous improvement of the client and professional experience.
• Actively participate in professional development by collaborating with the team manager to improve individual and team performance.

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 qualifications: 

• FINRA Series 7 
• FINRA Series 63 or 66

Preferred qualifications: 

• Bachelors degree 
• 1 year experience in Financial Services

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