Correspondence Representative Associate
Company: Charles Schwab
Location: Sun City
Posted on: June 15, 2022
Job Description:
Position Type: RegularYour OpportunityWe are champions of
investors and those who serve them and are looking for additional
champions to join our company as an eServices Financial
Professional. eServices is a specialty segment of Client Service &
Support that works closely with support departments, phone teams,
and business partners throughout the company to turn each client
into a Schwab promoter. Our team members receive extensive training
and internal support that allows them to be successful in service
delivery, conducting detailed needs-based conversations that build
long-term relationships with our clients.As an eServices Financial
Professional youll have the opportunity to:
- Expand the company's relationships with clients by providing a
full spectrum of services through chat and email channels.
- Prioritize multiple client chat conversations simultaneously
and actively lead chat dialogues for efficiency and
effectiveness.
- Work reciprocally with other professionals and managers in
cross team initiatives to improve the organization and the
eServices business model.
- Gain exposure to a broad array of client scenarios, further
developing your Schwab skill set.
- Fully demonstrate your Schwab expertise, utilizing solid
written and verbal communication to service clients, and attract
new business to Schwab.What you are good atWe want you to bring
your personality to your conversations and invest in your
development to help achieve client happiness. You will improve each
client's relationship with Schwab by addressing their need(s) first
and then asking questions to learn what other products, services,
or guidance may be appropriate based on their financial
goals.Throughout these conversations you will:Educate clients:
Engage clients in robust discussions via chat and email
encompassing market conditions, trends and providing investment
education.Be consultative: Recommend appropriate solutions to
clients which align to their goals and promote Schwab growth. Be an
advocate for clients: Care enough to ask the difficult questions
knowing that just one question, the right question, can change a
clients future.Build positive relationships: Work in a team based
environment with a diverse group of associates focused on meeting
the needs of the company and clientsUse investigative skills:
Resolve client issues by using technology and business authorities
within Schwab to identify efficient and effective methods to meet
client goals.Have a defined model of success: Participate in our
merit based performance culture where employees feel empowered to
own their career with a focus on addressing clients needs,
personalizing each interaction, and valuing clients and their
time.What you have
- Current and active FINRA Series 7 & 63 licenses preferred
- Unlicensed hires will need to obtain licensing and are subject
to a condition of employment
- Outstanding customer service experience
- Well-developed and effective writing skills to establish trust
and rapport with clients through written communication
- Ability to engage clients and prospects via concurrent chats as
well as email and phone
- Effective research and problem solving abilities to fulfill
client and prospect requests timely
- Quickly uncover clients needs and motivations, empathizing with
others' needs and respond sensitively; demonstrates good judgment
when responding, and takes action in order to successfully meet the
client's objectives
- Ability to quickly learn new technology and utilize a variety
of data and systems in order to passionately determine solutions to
clients financial needs
- Open to working in a structured schedule amongst a variety of
shifts, which may include market (M-F daytime) hours, late nights,
early mornings, and/or weekends as pre-determined by business
need.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 hometoday and in
the future. Explore .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 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 .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.by
Jobble
Keywords: Charles Schwab, Sun City , Correspondence Representative Associate, Other , Sun City, Arizona
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