CIP Verification & Risk Hotline Specialist

Charles Schwab; Phoenix (AZ); In loco; USD 50.000 - 68.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Paid time off and sabbatical after 5+

Tuition reimbursement

Health, dental, and vision insurance

Descrizione del lavoro

Charles Schwab in Phoenix, AZ is seeking a CVRC Hotline Specialist to support clients via inbound/outbound calls, emails, and letters. You will verify identities, perform risk-based investigations, and help prevent fraud in a fast-paced, high-risk environment.

The role emphasizes strong customer service, collaboration in person, and adherence to Schwab policies. A college degree or equivalent experience is preferred; Series 7/63 licenses are a plus. Bonus opportunities are included.

Competenze

• Strong customer service skills.
• Ability to resolve client issues quickly in a high-risk environment.
• Clear written and verbal communication.

Mansioni

• Verify client identity.
• Conduct risk-based investigations.
• Respond to inquiries via calls, email, and letters.
• Collaborate with team to resolve issues.
• Escalate appropriately in high-risk scenarios.
• Support process improvements.

Conoscenze

Customer service

Communication

Analytical skills

Risk awareness

Formazione

College degree or equivalent experience

Descrizione del lavoro

Charles Schwab in Phoenix, AZ is seeking a CVRC Hotline Specialist to support clients via inbound/outbound calls, emails, and letters. You will verify identities, perform risk-based investigations, and help prevent fraud in a fast-paced, high-risk environment.

The role emphasizes strong customer service, collaboration in person, and adherence to Schwab policies. A college degree or equivalent experience is preferred; Series 7/63 licenses are a plus. Bonus opportunities are included.