Client Service Associate Job at Charles Schwab
Your Opportunity
Retirement Business Services (RBS), a division within Schwab Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.
What you are good at
The Client Services Administrator (CSA) is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis.
Key functions of the CSA include but are not limited to:
- Answer general client services hotline calls, respond to emails.
- Responsible for sending internal reports to clients
- Assist with the Account Closing process and following up after plans have left
- Research and respond to client issues and inquiries related to password resets, SRC access, and various other areas of product knowledge and support
- Meet established service level standards.
- Manage multiple tasks effectively by balancing high productivity with excellent service quality
- Responsible for presenting a professional image of Schwab in all communications.
- Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
- Assist Client Service Managers with projects as assigned
What you have
Excellent client service and problem resolution skills.- Client focus- Consider clients in all we do.
- Experience with Schwab programs and processes
- Excellent communication (verbal and written) skills with ability to organize and prioritize
- A curious/entrepreneurial spirit with the ability to develop a full understanding of our business
- Great attitude, team orientation, intelligence and professionalism
- Ability to work well in a collaborative, team environment
- Comfortable with a fluid/changing environment
- Capability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box” options
- Ability to utilize several different applications simultaneously, including Microsoft Office, internet, database systems, and email
- Basic knowledge of Excel, Word and SalesForce.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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