Client Service Specialist

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 and inquiries simultaneously.
• Ability to work independently and as part of a team.
• Strong attention to detail.
• Must be proficient with Microsoft Outlook.
• Strong phone and interpersonal relationship skills.
• Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
• Previous financial advisory experience preferred.

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

Job Type: Full-time

Pay: $30,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Funkstown, MD 21734: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 2 years (Preferred)

Work Location: In person

Salary : $30,000 - $40,000