Client Service Specialist - Carmel, IN (Indianapolis, IN)

| Indianapolis, IN
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Your Opportunity
The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

What you are good at
  • Responsible for the day-to-day operations and administrative functions of the branch.
  • Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.
  • Identify and refer lead opportunities to Financial Consultants.
  • Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.
  • Adheres to all compliance/risk procedures and follows corporate and industry protocols.
  • Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
  • Participate in projects to improve processes and enhance the client experience
  • Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.
  • Research and resolution of complex client inquiries via phone, cases, and chat


What you have
  • While licensing is preferred, it is not required for this role, TD Ameritrade will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
  • 1 year of Client/Customer Service experience preferred
  • Demonstrated experience handling client needs with tact and diplomacy
  • Outstanding written and oral communication skills
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to manage multiple client situations, needs and inquiries simultaneously
  • Ability to build and maintain good cross-enterprise working relationships
  • Basic understanding of brokerage regulations and rules that govern client accounts preferred
  • May be asked to become a Notary
More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 244 open jobs at Charles Schwab, click here.
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