Client Service Specialist
Maugansville, MD Maugansville, MD Full-time Full-time $30,000 - $40,000 a year $30,000 - $40,000 a year 3 days ago 3 days ago 3 days ago 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 and inquiries simultaneously.
Ability to work independently and as part of a team.
Strong attention to detail.
Must be proficient with Microsoft Outlook.
Strong phone and interpersonal relationship skills.
Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
Previous financial advisory experience preferred.
This is a summary only--duties and responsibilities may be revised over time.
Job Type:
Full-time Pay:
$30,000.
00 - $40,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Maugansville, MD 21767:
Reliably commute or planning to relocate before starting work (Preferred) Education:
High school or equivalent (Preferred)
Experience:
Customer service:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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 and inquiries simultaneously.
Ability to work independently and as part of a team.
Strong attention to detail.
Must be proficient with Microsoft Outlook.
Strong phone and interpersonal relationship skills.
Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
Previous financial advisory experience preferred.
This is a summary only--duties and responsibilities may be revised over time.
Job Type:
Full-time Pay:
$30,000.
00 - $40,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Maugansville, MD 21767:
Reliably commute or planning to relocate before starting work (Preferred) Education:
High school or equivalent (Preferred)
Experience:
Customer service:
2 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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