Charles Schwab Estate Services Specialist in Phoenix, Arizona
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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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)
Position Type Full time