Customer Verification & Risk Hotline Specialist

Charles Schwab Corporation; Phoenix (AZ); In loco; USD 52.000 - 74.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus opportunities

Descrizione del lavoro

Charles Schwab Corporation is seeking a CVRC Hotline Specialist to support clients via calls and emails, perform account reviews, and respond with timely, accurate information. The role emphasizes high-risk environment awareness, escalation handling, and collaboration with cross-functional teams to resolve complex issues.

The position requires strong customer service, interpersonal and communication skills, plus 2+ years in client services or operations in the brokerage/financial industry.

Competenze

• Strong customer service skills.
• Handling escalated calls when warranted and resolving client issues quickly in a high-risk environment.
• 2+ years of client service or operations with brokerage/financial industry preferred.
• Strong interpersonal, verbal, and written communication skills.
• Series 7 and 63 licenses preferred.
• College degree or equivalent experience preferred.

Mansioni

• Verify clients' identity and perform risk-based investigative searches.
• Conduct fraud detection and ID theft prevention activities.
• Respond to inquiries via inbound/outbound calls and emails; provide solutions.
• Research and analyze information from multiple sources to resolve client questions.
• Escalate issues when appropriate and work with teams in a fast-paced environment.
• Support business initiatives through strong partner collaboration.

Conoscenze

Customer service

Verbal communication

Written communication

Analytical skills

Problem-solving

Organizational skills

Formazione

College degree

Descrizione del lavoro

Charles Schwab Corporation is seeking a CVRC Hotline Specialist to support clients via calls and emails, perform account reviews, and respond with timely, accurate information. The role emphasizes high-risk environment awareness, escalation handling, and collaboration with cross-functional teams to resolve complex issues.

The position requires strong customer service, interpersonal and communication skills, plus 2+ years in client services or operations in the brokerage/financial industry.