Job description

Independent Branch Client Service Specialist – Non-Registered

Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about

The Schwab Independent Branch in Salem, OR is looking for a Non-Registered
Independent Branch Client Service Specialist with a passion for serving clients.

Independent Branch Client Service Specialists are not employees of Charles Schwab &
Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

• Building strong, personal relationships with clients is a key component the

Independent Branches’ success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated

• Deliver outstanding service and provide all clients with an exceptional experience
• Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients

KEY RESPONSIBILITIES

• Greet clients in person and over the phone
• Receive checks and security deposits and process new accounts
• Schedule client consultations and help facilitate client requests
• Maintain branch to Schwab brand standards
• Assist the Independent Branch Leader and sales staff with meeting client needs
• Coordinate marketing efforts for the branch, including but not limited to seminars and events.

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include:

• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to work independently and as part of a team
• Strong attention to detail
• Able to develop and maintain good cross-enterprise working relationships
• Must be proficient with Microsoft Office

©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0814-5003)

• Strong phone and interpersonal relationship skills
• Ability to multi-task with phone and foot traffic
• Heavy emphasis on generating and proofing client forms
• Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.

This is a summary only—duties and responsibilities may be revised over time.

POSITION LOCATION:

Client Service Specialist
Charles Schwab & Co., Inc.
Salem Independent Branch
4093 Commercial Street SE, Ste 170
Salem, OR 97302

HOURS & COMPENSATION

• Full-time or part-time position considered
• Full-time 9:00am – 5:30pm w/time off for lunch; Part-time possible flexible hours;
• Pay will be commensurate with experience

If presented an offer with intent to hire - additional required items:

• Background check
• Fingerprinting
• Drug screening
• Credit check

©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0814-5003)

Job Type: Part-time

Pay: $17.00 - $20.00 per hour

Schedule:

• Monday to Friday

Work Location: In person

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