Job Information
Charles Schwab Specialist, Client Service in Naples, Florida
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Charles 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 SMA’s. 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.
The successful Specialist in Client Service will serve as a vital member of the Client Services team, assisting with documentation and dissemination of materials. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.
Provide support to Client Service Mangers (CSMs) and Client Services Associates (CSAs) on a wide variety of tasks
Assist with opening and closing client accounts
Help maintain accurate client records
Prepare client documents for signature
Assist in the quarter-end reporting
Assist with mailing distributions to clients
Act as a liaison with operations to effectively disseminate information
Participate with various CS department projects
Assist with generating reports as requested by other CSIM departments and clients
Perform database updates, as necessary
Collaborate in working groups to better enhance workflows and processes
What you have
Required Qualifications:
Ability to work 5 day/week in-office
Past success working in a collaborative team environment within any client service industry to accomplish administrative and client service goals
Experience applying analytical and critical thinking skills with attention to detail in order to adhere to policies, procedures and guidelines
Proven ability to work on multiple projects and prioritize with ease
Proven track-record of quickly learning new tools and processes
Experience with Microsoft Excel, Word, PowerPoint, Outlook, Teams
Preferred Qualifications:
Passion for service and finance with the ability to provide a superior level of admin and client service
Positive attitude
Incredible follow-through
Great work ethic
Excellent communication and interpersonal skills
Desire for growth opportunities and ongoing training
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.