Sr. Specialist, Partner Support
Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
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.
Client Service & Support (CS&S) is the primary service and
trading arm for Schwab Investor Services. CS&S provides service
to our retail clients to fulfill our purpose of championing every
client 's goals with passion and integrity. The vision for CS&S
is being engaged financial service professionals who inspire client
loyalty by providing guidance and solutions to fulfill clients'
needs. With a focus on employee development and collaboration, we
help clients and employees reach their goals. CS&S builds
loyalty with clients and employees one interaction at a time. The
Partner Support Team supports the Retail and Satellite Branches
regarding general operational/service questions and complex
research requests. The team is designed to foster close
relationships with branch partners and prompt resolution of all
calls and escalated issues, including direct contact with clients
as needed. In addition this role will continue to shift more
routine work away from the branch. The team has a focus on
proactive communication and outreach to ensure we build trust and
confidence in the model. The team also identifies and escalates
improvement opportunities related to systems and business
What you are good at
As a Resolution - Senior Specialist with Partner Support, you will
have the opportunity to; Provide timely, high quality responses to
branch questions and escalations, while balancing the firm 's and
the client 's needs.
Manage workflow received via phone, service wizard, or email, so
the ability to adapt and adjust priorities regularly is a must.
Build relationships with our branch partners.
Deliver Raving Fans service, bring positive energy, problem solving
skills, and a "willing to help" attitude.
Navigate Schwab 's investment products and services, as well as
place trades and be knowledgeable of the latest market trends.
Focus on prompt and accurate responses and escalation resolution,
while actively navigating internal departments and vendors to
ensure seamless resolution for all client issues.
Conduct proactive outreach to assigned branch partners to build,
having ownership and willingness to "quarterback" a wide range of
branch issues, conduct in-depth research of escalated issues as
necessary, procedures review, and identification and reporting of
Provide support and subject matter expertise to team members.
Proactively identify opportunity areas while partnering with the
branches and problem solve before issues evolve.
Client contact is primarily with internal branch partners and
external clients, but also includes internal business partners.
Accordingly, the role requires a high degree of business acumen and
judgment, self-motivation, organizational skills, and capacity to
handle stressful situations in the utmost client focused
What you have
3-5 years of financial service experience
Series 7 & 63 licenses required 9 & 10 preferred
Strong desire to work with the branch network and build positive,
trusting relationships with the FCs, AFCs, CRSs and Branch
Must have strong working knowledge of Schwab internal systems,
tools, and resources; including but not limited to Client Central,
Trade Screens, MyQ, Service Wizards, MARS, and IWIN.
Passion for customer service, positive attitude, enthusiasm,
professionalism, strong client focus. A team player who drives
engagement, and strong desire to help people.
Experience addressing client service issues from/with a wide array
of field partners and contact mechanisms.
Strong planning and organizational skills, including success with
Must have demonstrated ability to work in a team.
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, Pasadena , Sr. Specialist, Partner Support, Other , Pasadena, California
Didn't find what you're looking for? Search again!