Overview
Senior Specialist, Client Service Jobs in Boston, Massachusetts, USA at Charles Schwab
Position Type:
Regular
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.
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
We are looking for people with a passion for helping clients. The successful Client Service Senior Specialist will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.
What you are good at
Provide outstanding client service while demonstrating empathy, professionalism and strong problem-solving skills
Provide support to the Relationship Managers (RMs) and Client Service Mangers (CSMs) on a wide variety of tasks including account opening, funding, and account maintenance
Mentor, train, and delegate tasks as needed to Client Service Specialists(CSSs), fostering team growth and efficiency
Handle client inquiries at the point of contact and transfer incoming calls as needed
Collaborate various department initiatives and participate in client service working groups to improve workflows and processes
Manage and update contact databases with accurate information for both prospective and existing clients
Assist in the quarter-end reporting, and preparation of client meeting materials
Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards
What you have
The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.
Passion for service and finance with strong client-focus and the ability to provide a superior level of service
Aptitude for complex problem solving
Good analytical skills with a superior level of attention to detail
Collaborative and relational work style with proven success in a team environment
Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
Microsoft Office Suite knowledge preferred
Experience in client facing role desired
Desire for growth opportunities and ongoing training
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Title: Senior Specialist, Client Service
Company: Charles Schwab
Location: Boston, Massachusetts, USA
Category: Finance & Banking
