Client Service Specialist

Client Service Specialist - Northbook (CS)

Job ID: 0217-7202 Description: Organizational Objective/Purpose: Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. Client Service Specialist Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Service Specialists will pursue this mission through: - Greeting our clients and prospects as they arrive at the branch - Delivering unparalleled value and outstanding service - Assisting the branch manager and sales staff with meeting our client's needs Brief Description of Role: We are looking for people with a passion for helping clients . You will be responsible for: - Receiving checks and or security deposits, check disbursements and new account processing - Proactively uncovering additional business development opportunities - Scheduling the clients with a Financial Consultant for further consultation 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. Technical/Functional Qualifications: We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: - Bachelor's degree or equivalent work related experience - Series 7 and 63 highly preferred - Previous experience in a direct client facing role highly preferred - Basic understanding of brokerage regulations and rules that govern client accounts - Demonstrated experience handling client concerns and issues 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 Must be able to develop and maintain good cross enterprise working relationships This is a summary only and duties and responsibilities may be changed from time to time, or over time. Job Specifications: Relocation Offered? No Work Schedule Days Languages English - spoken Current Licenses / Certifications FINRA Series 63, FINRA Series 7 Relevant Work Experience Customer Service-2-5 yrs Position Located In IL - Northbrook Education BA/BS Job Type Full Time