Client Service Specialist - Palm Desert, CA

Charles Schwab is committed to helping the individual investor to take control of their financial lives. We are here to help them do that; our mission is:


 


"To provide the most useful and ethical financial services in the world"


 


As a Client Service Specialist at Charles Schwab, you will greet all clients and prospects as they arrive at the branch for scheduled appointments as well as assist the branch manager and sales staff with meeting our client’s needs.


 


Typical daily activities include receiving checks and or security deposits, check disbursements, new account processing, greeting clients, answering the phone, proactively uncovering additional business development opportunities, scheduling appointments, support with office administration, helping the Financial Consultants with business trip organization and tracking.


 


Our Client Service Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth.


 


We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab. 


 


Requirements:


Bachelor's degree or equivalent work related experience. Minimum 18 months  in a direct client facing role. General knowledge of Schwab products and services. Basic understanding of brokerage regulations and rules that govern client accounts.  Demonstrated experience handling client concerns and issues with tact and diplomacy. Good 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 develop and maintain good cross enterprise working relationships. Proficient with Windows based software, including MS Word, Excel, PowerPoint. Series 7 & 63 licenses are preferred.

Education: BA/BS