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 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 and problem-solving skillsProvide support to the Relationship Managers (RMs), Client Service Mangers (CSMs) and Senior Client Service Specialists on a wide variety of tasks including account opening, funding, and account maintenance, etc.Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when neededCollaborate on various Client Service department working groupsManage contact databases, creating and updating prospect/client informationAssist in the quarter-end reporting, and preparation of client meeting materials What you haveThe 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 serviceAptitude for complex problem solvingGood analytical skills with a superior level of attention to detailCollaborative and relational work style with proven success in a team environmentExcellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjectsMicrosoft Office Suite knowledge preferredExperience in client facing role desiredDesire for growth opportunities and ongoing training Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
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