Charles Schwab: Crc Specialist

Position Type: RegularYour OpportunityCharles 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 SMAs.

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 Specialist in Client Service will serve as a vital member of the Client Services team, serving clients and advisors.

Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.What you are good atProvide support to the Client Service Mangers (CSMs) on a wide variety of tasks Assist with opening and closing client accountsProcess deposits and withdrawals for clientsPreparation of client documents for signatureAssist in the quarter-end reportingAssist with mailing multiple distributions to clientsLiaison with operations and trading to effectively disseminate informationCollaborate on various CS department projectsAssist with generating reports as requested by other CSIM departments and clientsAccount maintenance daily, weekly, monthly and quarterly tasksPerform database updates, as necessaryCollaborate in working groups, to better enhance workflows and processesProvide outstanding client service while demonstrating empathy and problem-solving skillsWhat you haveThe 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 serviceAptitude for complex problem solvingGood analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelinesCollaborative and relational work style with proven success in a team environmentExcellent communication and interpersonal skillsA savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft OutlookPortfolio accounting software knowledge preferredCollege degree BA/BS preferredDesire for growth opportunities and ongoing trainingSeries 65/7 is not requiredWhy 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 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 applicantaccessibility@schwab.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.