Sr. Specialist, Client Service

Company: Charles Schwab
Location: Bonita Springs
Posted on: March 16, 2023

Job Description:

Position Type: Regular Your Opportunity Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA---s. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients. We are looking for people with a passion for helping clients. The successful Senior Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience. The selected candidate will be required to work on-site in Naples, FL and may have an opportunity to work a hybrid schedule after a selected time frame. What you are good at Provide support to the Client Service Mangers (CSMs) on a wide variety of tasks Assist with opening and closing client accounts Process deposits and withdrawals for clients Preparation of client documents for signature Assist in the quarter-end reporting Field client and advisor calls when necessary Assist with mailing multiple distributions to clients Liaison with operations and trading to effectively disseminate information Collaborate on various CS department projects Assist with generating reports as requested by other CSIM departments and clients Account maintenance --- daily, weekly, monthly, and quarterly tasks Perform database updates, as necessary Collaborate in working groups, to better enhance workflows and processes Provide outstanding client service while demonstrating empathy and problem-solving skills What you have The candidate must have very 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. Passion for service and finance with 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 to adhere to policies, procedures, and guidelines Collaborative and relational work style with proven success in a team environment Excellent communication and interpersonal skills A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook Portfolio accounting software knowledge preferred Desire for growth opportunities and ongoing training Note: Series 65/7 licenses are not required for role (7 licenses aren---t able to be held in this role) 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. 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, Bonita Springs , Sr. Specialist, Client Service, Other , Bonita Springs, Florida