Customer Service Specialist

Independent Branch Client Service Specialist – Non-Registered

Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com

The Schwab Independent Branch in Fort Mitchell, KY is looking for a Non-

Registered Independent Branch Client Service Specialist with a passion for serving clients.

Independent Branch Client Service Specialists are not employees of Charles Schwab

& Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

· Building strong, personal relationships with clients is a key component the

Independent Branches’ success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated.

· Deliver outstanding service and provide all clients with an exceptional experience

· Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients

KEY RESPONSIBILITIES

· Greet clients in person and over the phone

· Receive checks and security deposits and process new accounts

· Schedule client consultations and help facilitate client requests

· Maintain branch to Schwab brand standards

· Assist the Independent Branch Leader and sales staff with meeting client needs

· Coordinate marketing efforts for the branch, including but not limited to seminars and events.

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include:

· Demonstrated experience handling client concerns and issues with tact and diplomacy

· Ability to manage multiple client situations, needs and inquiries simultaneously

· Ability to work independently and as part of a team

· Strong attention to detail

· Able to develop and maintain good cross-enterprise working relationships

· Must be proficient with Microsoft Office

· Strong phone and interpersonal relationship skills

This is a summary only—duties and responsibilities may be revised over time.

POSITION LOCATION:

285 Buttermilk Pike Fort Mitchell, KY 41017

HOURS & COMPENSATION

Full Time Position Monday through Friday 9AM-5PM

This is an independent branch and DOES NOT offer benefits such as medical, dental and vision.

Pay will be commensurate with experience but between 40k-60k a year.

HOW TO APPLY

Please email Crystal.mann@schwab.com with your resume and your date available to start

work. Please put as subject line CSS Application and then your name. IE: CSS Application,

Jane Doe.

Please also include a message that you are aware this does not offer medical insurance.

Job Type: Full-time

Pay: $19.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• On-the-job training
• Paid time off
• Professional development assistance

Experience level:

• 2 years

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Required)

Ability to Commute:

• Fort Mitchell, KY 41017 (Preferred)

Ability to Relocate:

• Fort Mitchell, KY 41017: Relocate before starting work (Required)

Work Location: In person