Job Description: We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients. Job Responsibilities: Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels. Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness. Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model. Gain exposure to a broad array of client scenarios, further developing your Schwab skill set. Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab. Job Requirements: Current and active FINRA Series 7 & 63 licenses a must Current and active FINRA Series 9/10 preferred Outstanding customer service experience Well-developed and effective writing skills to establish trust and rapport with clients through written communication Track record of successfully engaging with clients and prospects via concurrent chats as well as email and phone Quantifiable success exceeding consistently past operational goals Effective research and problem solving abilities to fulfill complex client and prospect requests timely Quickly uncover client’s needs and motivations, empathizing with others' needs and respond sensitively; demonstrates good judgment when responding, and takes action in order to successfully meet the client's objectives Ability to quickly learn new technology and utilize a variety of data and systems in order to passionately determine solutions to clients financial needs Job Details: Company: Charles Schwab Vacancy Type: Full Time Job Functions: Customer Service Job Location: Indianapolis, IN, US Application Deadline: N/A Apply Here careersvite.com
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