Client Service Lead - Financial Services (Hybrid)

Charles Schwab; Fairlawn (OH); On-site; USD 36,000 - 44,000; Full time

Job summary

Charles Schwab in PCIS seeks a Client Service Manager (Specialist) to deliver service and support to external and internal clients and business partners, handling account management, transfers, and trading-related issues.

You will build PCRA/HSBA product knowledge, collaborate across teams, and manage multiple tasks while upholding risk and compliance standards to enhance the client experience.

Qualifications

• 2+ years of experience in financial services or brokerage.
• 2+ years of client service experience in retirement/brokerage.
• Strong service and client communication skills.
• Ability to interact professionally with clients and partners.
• Advanced analytical, organizational, and prioritization skills.
• High integrity, proactive attitude, and teamwork.
• Proficiency with multiple applications including MS Word and Excel.
• Bachelor's degree or equivalent experience.

Responsibilities

• Collaborate with internal partners to deliver timely information.
• Acquire PCRA product and service knowledge; serve as contact for partnerships.
• Manage multiple tasks with high productivity and service quality.
• Analyze and resolve client cases with manager support.
• Participate in projects to improve processes and client experience.
• Perform duties with supervision, using sound judgment to mitigate risk.
• Assist Provider Service Team for B2B clients.
• Adhere to compliance and risk procedures.

Skills

Financial services experience

Client service

Communication skills

Analytical skills

MS Word & Excel

Education

Bachelor's degree or equivalent experience

Tools

MS Word

Excel

Job description

Charles Schwab in PCIS seeks a Client Service Manager (Specialist) to deliver service and support to external and internal clients and business partners, handling account management, transfers, and trading-related issues.

You will build PCRA/HSBA product knowledge, collaborate across teams, and manage multiple tasks while upholding risk and compliance standards to enhance the client experience.