Senior Specialist, Client Service at Charles Schwab
Naples, FL 34104, USA -
Full Time


Start Date

Immediate

Expiry Date

05 Dec, 25

Salary

38.51

Posted On

06 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Funding, Finance, Interpersonal Skills, Reporting, Ease, Materials, Client Focus, Account Maintenance, Analytical Skills, Communication Skills, Preparation, Adherence

Industry

Financial Services

Description

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. 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.
We are looking for people with a passion for helping clients. The successful Client Service Senior Specialist will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.

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Responsibilities

Please refer the Job description for details

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