2007 Awards

• June 2007: For the second consecutive year, Schwab was ranked on Computerworld's list of Top 100 Places to Work in IT. Schwab jumped 44 places in one year to rank 53rd overall for 2007 and 24th among companies with more than 10,000 employees.
• June 2007: Charles Schwab ranked number four in the top five online brokers in June's Consumer Reports magazine. Schwab received an overall score of 85 and was rated 'Excellent' in the categories of Banking & Asset Management, Research & Education and Customer Support.
• April 2007: The San Francisco Chronicle named Charles R. Schwab its CEO of the Year.
• April 2007: Schwab's Talk to Chuck™ advertising campaign won the Grand Ogilvy Award in the ARF David Ogilvy Awards. Schwab was cited as "the best of the best " for successfully utilizing research to produce an ad campaign that achieves exceptional business results.
• April 2007: Schwab's careers website ranked number six in the The Top Employer Web Benchmark 2007 done by Potentialpark, a research and consulting firm specializing in recruitment communication.
• March 2007: Barron’s awarded first place for five-year performance to a model portfolio based on Schwab Equity Ratings® - this time for the five-year period ending December 31, 2006. Schwab previously won twice for five-year performance and posted two consecutive wins in the three-year category.

Working at Schwab requires someone committed to serving our clients' best interests, who acts according to our values and furthers our purpose of helping everyone become financially fit. We place a premium on high performance and high-quality service.

Schwab’s commitment to employees is a natural extension of our values. As a member of the Schwab team, you can expect:

• Rewards based on performance
• Help to perform at your best
• A supportive relationship with your manager
• A positive work environment
• A great employee experience

Our goal of helping everyone become financially fit extends to our employees and benefits play a large role in everyone’s financial well-being. Our valuable benefits package helps employees stay healthy, manage work and personal lives, and save for the future. Charles Schwab is an equal opportunity employer, fostering a workplace based on integrity and mutual respect.

Client Service & Support Associate

Location: Orlando, FL 32751

Job Category: Accounting/Finance/Insurance

Job Description

Charles Schwab’s purpose is to help everyone become financially fit.  Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all.  For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.

At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience.  If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!  

Organization Objective/Purpose:

Whether you want to work face-to-face with customers or are drawn to opportunities behind the scenes, know that everybody who works at Schwab plays a vital role in offering our clients a range of valuable and ethical financial services. If you share our enthusiasm for providing the tools, resources and guidance that can help them achieve their financial goals, there’s a place for you at Schwab.

Brief Description of Role:

SUMMARY AND RESPONSIBILITIES:
As an Operations Administrator in Client Service & Support at Charles Schwab, you will pursue our mission and values through:
- Delivering unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
- Processing new Schwab brokerage account applications and account update requests as well as reviewing client correspondence
- Utilizing a passion for client service, positive energy, and problem solving skills to assist Schwab clients in opening and updating their accounts as well as performing detailed research and follow-up, via inbound and outbound calls
- Assessing and resolving client issues at a moment’s notice, helping them navigate Schwab products and services  
- Interacting with other team members to assist in attaining individual, team, and department objectives
- Managing multiple tasks effectively by balancing high productivity with excellent service quality

Operations Administrators work in highly collaborative teams in an inclusive environment, and are paid a salary plus additional compensation for overtime hours.  In addition, our Client Service & Support bonus program rewards client satisfaction, client retention, and profitable company growth.  We invest in our employees through comprehensive training and an extensive benefits program.  Schwab employees also have the opportunity to take part in community service projects and other company events.

If you want to work with a financial services firm that values integrity, open communication, perseverance and a relentless focus on helping clients achieve their life goals, consider a career at Charles Schwab.

Technical/Functional Qualifications:

Minimum required qualifications for this role are:
- Passion for service with strong client-focus and the desire to help people
- Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
- Excellent communication and interpersonal skills, especially the ability to listen and to explain complex subjects
- Well developed organizational, time management, prioritization, and analytical skills
- Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), and email (Outlook)
- Ability to work a flexible shift, in both hours and days, in response to market activity and business demand
- At least 2 years brokerage or related financial services experience

In addition, ideal candidates will have:
- Bachelor's degree in finance, economics, business administration, or related area
- Experience working with a document imaging system
- Active NASD Series 7 & 63 licenses are preferred, but not required

Position may be filled as grade 53-56 depending on experience.

Please note- In order to be considered for this role you must complete a client focus assessment.  Following your submission, you will receive an email from Schwab Careers with a link for this assessment. Please ensure that your security settings for your email account are set low-enough to receive email responses from Charles Schwab.

Contact Information

Reference Code: 546z276