Sr Specialist, Employee Services

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.

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. Building strong, personal relationships with our clients is a key component of our business strategy.

Our Sr. Specialist will pursue this mission through:

• Having a passion for service, while utilizing problem solving skills to connect with Employee clients via inbound and outbound calls
• Delivering unparalleled value, outstanding service and providing a positive client experience
• Assisting our Financial Consultants and Investment Consultants with service related issues and scheduling appointments/workshops
• Having an opportunity to deliver employee tailored advice and enhance advice skills by working closely with Employee Branch Financial Consultants
• Completing operational work efficiently with a high level of accuracy to meet and exceed employee expectations

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:

• Bachelor's degree or equivalent work related experience
• Active and valid Series 7 and 63
• 2+ years experience in a direct client facing role
• Basic understanding of brokerage regulations and rules that govern client accounts
• Must be able to develop and maintain good cross enterprise working relationships
• Processing experience in MyQ Direct and Salesforce

Preferred Qualifications:

• Series 9/10 preferred
• Proficiency in Microsoft Office applications
• Knowledge of HTML and internal iKnow application
• Demonstrated experience handling client concerns and issues 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 manage multiple client situations, needs and inquiries simultaneously

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