Job Description

INDEPENDENT BRANCH CLIENT SERVICE SPECIALIST --HORSHAM, PA

Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, estate planning, and active investing. To learn more about Schwab's client offerings visit: http://www.aboutschwab.com/about/overview/investor_services

Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader Matt Cramer and are Associated Persons of Charles Schwab & Co., Inc.

Schwab Independent Branch in Horsham, PA is looking for an Independent Branch Client Service Specialist with a passion for serving clients.

ROLE DESCRIPTION

• Greeting clients and prospects with genuine enthusiasm as they arrive at the Independent Branch • Delivering outstanding service and providing all clients an exceptional experience • Assisting the Independent Branch Leader and sales staff with meeting clients' needs

RESPONSIBILITIES

• Greet clients in person and over the phone • Receive checks and security deposits, and process new accounts • Schedule client consultations • Assist Independent Branch Leader and Financial Consultants in gathering new assets • Assist branch in developing and executing marketing plans • Proactively uncover additional business development opportunities • Placing trade orders • Answer securities-related questions

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include: • Minimum two years experience in a direct client facing role • Detail oriented • Demonstrated experience handling client concerns and issues with tact and diplomacy • Ability to manage multiple client situations, needs and inquiries simultaneously • Ability to work independently and as part of a team • Must be able to develop and maintain good cross enterprise working relationships • Must be proficient with Microsoft Office and CRM software • Basic understanding of brokerage regulations and rules that govern client accounts • Outstanding written and oral communication skills • Bachelor's degree or equivalent work related experience • Series 7 and 63 (or 66) licenses optional

This is a summary only and duties and responsibilities may be revised over time.

POSITION LOCATION:

303 Horsham Road • Suite D • Horsham, PA 19044

HOURS & COMPENSATION

Full-time or part-time position. Compensation $11-$15/hour commensurate with experience to include bonus potential, and eligibility into the health & retirement benefit plans.

Company Description

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.