Independent Branch Client Service Specialist – Non-Registered

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, protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about

The Schwab Independent Branch in Mystic is looking for a Non-
Registered Independent Branch Client Service Specialist with a passion for serving clients.

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

ROLE DESCRIPTION

• Building strong, personal relationships with clients is a key component the

Independent 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

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 Independent Branch Leader and sales staff with meeting client needs

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the
Schwab Independent 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

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

©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0814-5003)

POSITION LOCATION:

Mystic Independent Branch
4 Holmes Street
Mystic, CT

HOURS & COMPENSATION

Pay will be hourly and commensurate with experience. It is expected that at least
20 hours per week will be offered. 401K with matching is available after certain criteria are met.

©2014 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0814-5003)

Job Type: Part-time

Pay: $30.00 - $35.00 per hour

Benefits:

• 401(k) matching

Schedule:

• Monday to Friday

Work Location: In person

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