Client Service Specialist - Portland, OR

Company: Charles Schwab Corporation
Location: Portland
Posted on: June 25, 2022

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