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Charles Schwab & Co., Inc

Client Services Administrator , Retirement Business Services - Military veterans preferred

Charles Schwab & Co., Inc - Austin, TX

\t\t Description: Austin - TX, AUSTINB, 12401 Research Blvd, 78759Christal Lynn Fortunato1010-36565We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client\u2019s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.\u00a0 As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Retirement Business Services (RBS), a division within Schwab Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies.\u00a0 RBS is growing rapidly by providing retirement plan trust and custody services to Independent Record-keepers (Record-keepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships.What you\u2019ll do:The Client Services Administrator (CSA) is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis. Key functions of the CSA include but are not limited to:
Research and respond to client issues and inquiries related to investments, tax reporting, transfers and various other areas of product knowledge and support
Manage numerous client relationships
Meet established service level standards.\u00a0\u00a0\u00a0
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Answer general client services hotline calls, respond to emails.
Responsible for presenting a professional image of Schwab in all communications.
Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
Assist Client Service Managers with projects as assigned

What you have:
Bachelor\u2019s degree in finance, economics, business administration, or related area preferred
Excellent client service and\u00a0problem resolution skills.
Client focus- Consider clients in all we do.
Excellent communication (verbal and written) skills\u00a0with ability to organize and prioritize
A curious/entrepreneurial spirit with the ability to develop a full understanding of our business
Great attitude, team orientation, intelligence and professionalism
Ability to work well in a collaborative, team environment
Comfortable with a fluid/changing environment

What you\u2019ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

Life@Schwab.Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. \t\t Job Specifications

Relocation Offered?:
No

Work Schedule:
Days

Languages:
English - spoken

Current Licenses / Certifications:
None

Relevant Work Experience:
Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Retirement Services-6 yrs

Position Located In:
TX - Austin

Education:
BA/BS

Job Type:
Full Time

\t\t\t\t\t\t Category:Retirement Services \t\t Activation Date: Tuesday, October 10, 2017 \t\t Expiration Date: Wednesday, November 15, 2017 \t\t Apply Here \t
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2 days 17 hours ago

Charles Schwab & Co., Inc

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Client Services Administrator , Retirement Business Services - Military veterans preferred Charles Schwab & Co., Inc - Austin, TX, United States

   

Location: Austin, TX

Company Profile:
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), 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. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.