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Form of work
Salary`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 Lafayette, LA 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 Jeff Gunnels 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
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
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:
Charles Schwab
500 Settlers Trace Blvd, Ste. 12
Lafayette, LA 70508
HOURS & COMPENSATION
This is a full-time position.
Hours of operation are 8:30 am–4:30 pm Monday–Friday.
Pay will be commensurate with experience.
HOW TO APPLY
Please send your resume to Jeff Gunnels at jeff.gunnels@schwab.com.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Lafayette, LA 70508 (Preferred)
Ability to Relocate:
- Lafayette, LA 70508: Relocate before starting work (Required)
Work Location: In person
