Client Service Specialist
: Job Details :

Position Type: RegularYour opportunityAt 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, and has over $320 billion under management in mutual funds, ETFs and SMA's. 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 Specialist in Client Service will serve as a vital member of the Client Services team, serving clients and advisors. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience. What you are good atProvide support to the Client Service Mangers (CSMs) on a wide variety of tasksAssist with opening and closing client accountsProcess deposits and withdrawals for clientsPreparation of client documents for signatureAssist in the quarter-end reportingAssist with mailing multiple distributions to clientsLiaison with operations and trading to effectively disseminate informationCollaborate on various CS department projectsAssist with generating reports as requested by other CSIM departments and clientsAccount maintenance “ daily, weekly, monthly and quarterly tasksPerform database updates, as necessaryCollaborate in working groups, to better enhance workflows and processesProvide outstanding client service while demonstrating empathy and problem-solving skillsWhat you haveTo ensure that we have fulfilled our promise of challenging the status quo, this role has specific qualifications that successful candidates should 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. Required QualificationsPassion for service and finance with the ability to provide a superior level of serviceAptitude for complex problem solvingWorking experience with Schwab systems, processes and proceduresGood analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelinesCollaborative and relational work style with proven success in a team environmentExcellent communication and interpersonal skillsA savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft OutlookDesire for growth opportunities and ongoing trainingPreferred QualificationsPortfolio accounting software knowledge preferredCollege degree “ BA/BS preferredSeries 65/7 is not requiredIn addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat's in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance.