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Charles Schwab Estate Services Specialist in Phoenix, Arizona

Your Opportunity

Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by providing Estate guidance to our clients and advisors.

What you are good at

As an Estates professional, you will be responsible for creating an outstanding experience to clients through in bound calls in order to build and maintain client loyalty.

Specifically, you will:

  • Deliverunparalleled value and remarkable serviceto our clientsin order to build and maintain client loyalty

  • Leverageemotional intelligence to meet clients andinheritors emotionalneeds during a challenging life event

  • Practiceactivelistening skills,and relationship building skills to uncover and assessunderlying clientneeds

  • Demonstratea strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels

  • Engageclients in a manner that inspires asset retentionand consolidationat Schwab

  • Assessand demonstrate ownership to resolve client issues that relate toestate distributionsand other complex issues

  • Identifyand navigate clients to appropriate services and solutions

  • Engageand assist team members in obtaining individual,team, departmentand business objectives

What you have

  • Demonstrated passion for service and the financial markets

  • Series 7 & 63 licensed preferred

  • 2+ years operational experiencein legal or financial services including; brokerage, banking, legal /paralegal, or research

  • Able to balance inbound call environment and meet daily productivity and efficiency expectations.

  • Able to empathize and respond sensitively to clients during life event conversations

  • Bachelor’s degree in finance, economics,business administration,or related area (will consider relevant work experience)

  • Outstanding written and verbal communication capability

  • Excellent logical reasoning, problem solving and research skills

  • Ability to work in fast-paced environment with an ability to multi-task

  • Proven analytical skills with an ability tocomprehend complex legaland tax issues

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment 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.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-AZ-Phoenix

Requisition ID 2020-66142

Posted Date 2 weeks ago (11/11/2020 1:11 PM)

Category Operations

Position Type Full time