Client Service Specialist - Portland, OR
Company: Charles Schwab Corporation
Location: Portland
Posted on: June 25, 2022
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Job Description:
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 with 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.
* Adheres to all compliance/risk procedures and follows 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
* A valid and active Series 7 license is required (license may be
obtained under a condition of employment through Branch Network
Licensing Program)
* A valid and active Series 63 license is required (license may be
obtained under a condition of employment through Branch Network
Licensing Program)
* 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
Keywords: Charles Schwab Corporation, Portland , Client Service Specialist - Portland, OR, Other , Portland, Oregon
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