Estates Hotline Specialist

Sua oportunidade

em Schwab, você tem o poder de causar impacto na sua carreira. Aqui, o pensamento inovador atende à solução criativa de problemas, ajudando-nos a "desafiar o status quo" e transformar a indústria financeira. Os serviços imobiliários cumprem nosso objetivo de defender a meta de todos os clientes com paixão e integridade. Inspiramos a lealdade do cliente, fornecendo orientação especializada em imóveis para nossos clientes e consultores. Essa função está focada principalmente em atender os clientes de chamadas e associados internos que precisam de assistência na resolução de problemas de propriedade/divórcio relativos às contas da Schwab. Isso inclui responder a perguntas gerais de clientes, advogados e parceiros de negócios internos, interpretar documentação legal, mitigar o risco para a empresa e revisar / atualizar itens de trabalho. Qualificações:

Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goal with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors.

The Estate Hotline role is primarily a client facing phone-based role. This role is primarily focused on answering incoming calls clients and internal associates who need assistance in resolving Estate/Divorce issues pertaining to Schwab accounts. This includes answering general inquiries from clients, attorneys, & internal business partners, interpreting legal documentation, mitigating risk to the firm, and reviewing / updating work items.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

· Pelo menos uma experiência operacional de 1 ano em call center, serviços jurídicos ou financeiros, incluindo corretagem, bancos, jurídicos/paralegais ou pesquisa. Preferido, mas não necessário. Configurações.

· Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)

Preferred Qualifications:

· Active Series 7 & 63 licenses preferred but not required.

· Ability to learn, apply and retain new information and skills- Emphasis on the ability to review and understand state regulations and limits.

· Strong analytical, organizational, and problem-solving skills

· Ability to communicate effectively (written and verbal)

· Display professionalism across all settings.

· Capacidade de produzir trabalho de alta qualidade e cumprir prazos. Schwab Estate Hotline Professional, você será responsável por criar uma excelente experiência especializada para os clientes para construir e manter a lealdade do cliente. Especificamente, você será:

· Ability to work in fast-paced environment with an ability to multi-task.

· Able to empathize and respond sensitively to clients during life event conversations.

· Ability to make difficult decisions in situations that do not follow standard process.

As a Schwab Estate Hotline Professional, you will be responsible for creating an outstanding, expert experience to clients to build and maintain client loyalty. Specifically, you will:

· Fornecer um valor incomparável e um serviço pendente aos nossos clientes, a fim de construir e manter a lealdade do cliente, respondendo a perguntas e comunicando requisitos relativos à resolução das propriedades. Regras de negócios, juntamente com regulamentos e estatutos estaduais e federais.

· Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event, while mitigating the risk to the firm by making informed decisions based on the interpretation of business rules along with state and federal regulations and statutes.

· Utiliza proativamente as habilidades de escuta ativa e as habilidades de construção de relacionamentos para descobrir e avaliar as necessidades subjacentes do cliente, utilizando nosso modelo de borda. Equipe de processamento Estates para ajudar na resolução oportuna dos problemas do cliente. Inquéritos. Schwab, estamos comprometidos em capacitar o sucesso pessoal e profissional de nossos funcionários. Nossa cultura de apoio e foco no seu desenvolvimento significa que você obterá as ferramentas necessárias para fazer uma diferença positiva no setor financeiro. Nosso

· Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels.

· Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Schwab by working together with the estates processing team to aid in the timely resolution of client issues.

· Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues by effectively using decision making skills to enforce company policies in accordance with applicable regulations and procedures.

· Proactively navigate grey area when working with clients resolve escalated issues and inquiries.

· Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives by participating in projects and initiatives of varying scope and duration as directed by the business.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.