Description
Your opportunity starts on November 4, 2024. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem-solving, helping us challenge the status quo and transform the finance industry together. Estate Services is a specialized organization providing high-touch service to our clients and the advisors that serve them. This role focused on answering incoming calls from clients and internal associates who need assistance in resolving Estate/Divorce issues pertaining to Schwab accounts. You will create an outstanding, expert experience to clients to build and maintain client loyalty.
Company Culture and Environment
At Schwab, our culture is purpose-driven and supportive, focusing on empowering employees’ personal and professional success. We value flexibility, teamwork, and innovation while encouraging a balance between in-person collaboration and remote work.
Career Growth and Development Opportunities
Schwab is committed to the personal and professional development of its employees, providing tools and resources to make a positive difference in the finance industry. Opportunities for training and career advancement are emphasized in our workplace.
Detailed Benefits and Perks
We offer a competitive benefits package that cares for the whole you, both today and in the future, including:
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance
Compensation and Benefits
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why you should apply for this position today
This role offers the chance to work in a client-facing environment, where you can make a meaningful impact by assisting clients during challenging life events while developing your career in a supportive and innovative company.
Skills
• 2+ years operational experience in legal or financial services (brokerage, banking, legal/paralegal, or research)
• Strong analytical, organizational, and problem-solving skills
• Ability to communicate effectively (written and verbal)
• Ability to empathize and respond sensitively to clients
• Ability to make difficult decisions in unique situations
• Display professionalism across all settings
Responsibilities
• Proactively deliver unparalleled value and service to clients
• Use emotional intelligence to meet clients’ needs during challenging life events
• Utilize active listening and relationship building skills to assess client needs
• Engage clients to inspire asset retention and consolidation
• Assess and demonstrate ownership to resolve complex client issues
• Navigate escalated inquiries and grey areas effectively
• Collaborate with team members to achieve individual and team objectives
Qualifications
• Bachelor’s degree in finance, economics, business administration, or related area (relevant work experience considered)
• Active Series 7 & 63 licenses preferred but not required
• Ability to learn, apply and retain new information and skills
• Ability to produce high-quality work and meet deadlines
• Ability to work in a fast-paced environment and multitask
Education Requirements
• Bachelor’s degree in finance, economics, business administration, or related area
Education Requirements Credential Category
• Bachelor’s degree
Experience Requirements
• 2+ years operational experience in legal or financial services
Why work in Indianapolis, IN
Indianapolis offers a vibrant community with a rich cultural scene, a growing economy, and a low cost of living. The city is known for its friendly atmosphere, numerous parks, and outdoor recreational activities, making it an attractive place for both professional and personal growth.
Location: Indianapolis, IN
Posted: Sept. 24, 2024, 11:32 p.m.
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