Client Service Specialist - Encino, CA
Company: Charles Schwab
Location: South Gate
Posted on: November 24, 2022
--- Position Type: Regular 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, and escalations.
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 wi th Branch Manager and Financial 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 . Adhere s to all compliance/risk procedures and
follow s corporate 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 experience Perform 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 While licensing is preferred, it is
not required for this role, TD Ameritrade will support employees in
this role in obtaining and/or holding the Series 7 and 63/66
licenses 1 year of Client/Customer Service experience preferred
Demonstrated experience handling client needs 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 Ability to build and maintain good cross-enterprise
working relationships Basic understanding of brokerage regulations
and rules that govern client accounts preferred May be asked to
become a Notary Why work for us? Own Your Tomorrow embodies
everything we do We are committed to helping our employees ignite
their potential and achieve their dreams. Our employees get to play
a central role in reinventing a multi-trillion-dollar industry,
creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home---today and in the future. Explore further . Schwab is
committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click here to see the policy. Schwab is an affirmative
action employer, focused on advancing women, racial and ethnic
minorities, veterans, and individuals with disabilities in the
workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at applicantaccessibilityschwab.com or call 800-275-1281 . TD
Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity
Employer. At TD Ameritrade we believe People Matter. We value
diversity and believe that it goes beyond all protected classes,
thoughts, ideas, and perspectives.
Keywords: Charles Schwab, South Gate , Client Service Specialist - Encino, CA, Other , South Gate, California
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