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Client Service Specialist

Company: Charles Schwab
Location: Arlington
Posted on: November 18, 2021

Job Description:

Position Type: Regular
Your Opportunity
ThomasPartners Strategies, managed by Charles Schwab Investment Management, Inc., serves high net worth individuals. ThomasPartners specializes in the construction of growth-oriented investment portfolios that generate current dividend income streams, which are actively managed with the goal of generating annual aggregate portfolio dividend income growth, as well as market appreciation over time. Our commitment to this philosophy is disciplined and constant.--We are looking for people with a passion for helping clients. The successful Client Service Specialist will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a golden advisory relationship experience.--Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work whether that s in the office or remote.Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.--

  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
  • Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.What you are good at
    • Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc.
    • Develop a strong working relationship with designated Investment Professional(s) and their clients
    • Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed
    • Maintain client service processes according to established compliance and risk requirements
    • Manage contact databases, creating and updating prospect/client information
    • Maintain account and security restrictions in key ThomasPartners databases
    • Assist in the quarter-end reporting, and preparation of client meeting materials
    • Assist in the preparation of marketing materials
    • Liaison with operations and trading to effectively disseminate information
    • Assist with Word, Excel and PowerPoint documentsWhat you have
      The successful Client Service Specialist will have strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.--
      • 2-4 years of experience in the financial services industry required
      • Passion for service and finance with strong client-focus and the ability to provide a superior level of service
      • Aptitude for complex problem solving
      • Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines
      • Collaborative and relational work style with proven success in a team environment
      • Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
      • A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook
      • Portfolio accounting software knowledge preferred
      • College degree BA/BS preferred
      • Desire for growth opportunities and ongoing training
      • Series 65 preferred (may be obtained under a condition of employment)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 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.

Keywords: Charles Schwab, Arlington , Client Service Specialist, Other , Arlington, Massachusetts

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