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Franchise Branch Client Service Specialist

Charles Schwab & Co, Independent Branch, Corona
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Franchise 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, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com

The Schwab Franchise Branch in Corona, CA is looking for a Non-Registered Franchise Branch Client Service Specialist with a passion for serving clients.

Franchise Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.  

ROLE DESCRIPTION

  • Building strong, personal relationships with clients is a key component the Franchise 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 Franchise Branch Owner 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 Franchise Branch strategy. Essential skills include:

  • 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
  • Strong attention to detail
  • Able to develop and maintain good cross-enterprise working relationships
  • Must be proficient with Microsoft Office
  • Strong phone and interpersonal relationship skills
  • Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.

 

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

 

 

POSITION LOCATION:

 

1973 Foothill Parkway, Unit 101 

Corona, CA 92881

 

HOURS & COMPENSATION

 

  • Full time postion
  • M-Thur 8:30 – 5:00, Fri 8:30 – 2:30

 

HOW TO APPLY

 

Email John Kendall.  John.kendall@schwab.com