Client Service Specialist - Richmond, VA
Company: Charles Schwab Corporation
Location: Glen Allen
Posted on: June 12, 2021
The Client Service Specialist provides excellent service, operation
and sales support to the Branch staff and our clients. Serves
as the initial point of contact with responsibilities to greet,
direct, and assist walk-in or call-in clients with any
service-related issues as well as account questions, issues,
problem resolution, and escalations.
Builds positive relationships with peers, business partners, and
colleagues while working effectively with others to accomplish
Responsible for the day-to-day operations and administrative
functions of the branch.
Work with Branch Manager and Financial Consultants to communicate
solutions either directly or indirectly with clients.
Identify and refer lead opportunities to Financial
Acts as an onsite dedicated service expert on a wide range of
client issues. Researches and resolves client issues in cooperation
with back office partners.
Adheres to all compliance/risk procedures and follows corporate and
Assist Branch Manager in performing daily key compliance and
oversight activities for the branch.
Participate in projects to improve processes and enhance the client
Perform duties with confidence, minimal supervision and sound
judgment to mitigate risk for the firm.
Research and resolution of complex client inquiries via phone,
cases, and chat
Education Level required: 2 Year College Degree or Equivalent
Education Level preferred: 4 Year College Degree
Excellent communication and computer skills, including MS Word,
Excel, and Powerpoint.
Excellent interpersonal and customer service skills
Strong attention to detail.
Ability to use good judgment in line with TD Ameritrade’s policies
and procedures when managing relationships
Must have a sense of urgency, ability to multi-task, excellent
organizational skills, and strong prioritization
Must demonstrate a positive and professional image at all
Understanding of financial services industry operations
Series 7 and 63 required or willingness to obtain within 90 days of
Series 65 and/or 66 preferred
1-2 years of customer service and/or sales experience
Military education or experience may be considered in lieu of
Keywords: Charles Schwab Corporation, Richmond , Client Service Specialist - Richmond, VA, Other , Glen Allen, Virginia
Didn't find what you're looking for? Search again!