Specialist, Correspondence Rep (CP)
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
We 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
As an eServices Financial Professional you 'll have the opportunity
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
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.
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
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
What you are good at
We 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
Throughout these conversations you will:
Educate clients: Engage clients in robust discussions via chat and
email encompassing market conditions, trends and providing
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 client 's 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 clients
Use 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
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 client 's needs and motivations, empathizing with
others' needs and respond sensitively; demonstrates good judgment
when responding, and takes action in order to successfully meet the
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
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 email@example.com 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, Austin , Specialist, Correspondence Rep (CP), Other , Austin, Texas
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