Estates Services Relationship Specialist

Sua oportunidade

em Schwab, você está com 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. Isso inclui a interpretação e o processamento da documentação legal, a mitigação de riscos financeiros e legais para a empresa, revisão e processamento de documentos e consultas gerais de clientes, advogados e parceiros de negócios internos. O trabalho de processamento está disponível principalmente por meio do nosso sistema de imagem interna. As comunicações com os clientes são feitas por meio de chamadas telefônicas de entrada e saída, correspondência por e-mail e correspondência exclusiva via correio. Corretagem, banco, legal/paralegal, ou pesquisa, ou

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 Relationship Specialist role is primarily focused on resolving Estate cases. This includes interpreting and processing legal documentation, mitigating financial and legal risk to the firm, reviewing and processing paperwork, and general inquiries from clients, attorneys, and internal business partners.

Relationship Specialists will own cases from start to finish, calling out to clients to provide them with contact information and working with the client via phone or email until the inquiry is resolved. Processing work is primarily available via our internal imaging system. Communications with clients are done via inbound and outbound phone calls, email correspondence and unique correspondence via mail.

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:

· At least 1-year operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research, OR

· Bacharelado em finanças, economia, administração de empresas ou área relacionada (considerará a experiência de trabalho relevante)

· Capacidade de aprender, aplicar e reter informações e habilidades com ênfase sobre a compreensão do estado e limites. Habilidades

· Strong analytical, organizational, and problem-solving skills

· Comunicação eficaz escrita e verbal

· Exibir profissionalismo em todas as configurações

· Diligência à qualidade do trabalho de alguém. Qualificações:

· Flexibility to work in a dynamic and fast-paced environment, which often requires navigating multiple systems and tasks simultaneously.

Preferred Qualifications:

· Série Ativa 7 e 63 Licenças BENEBIAL.

· 1-2 anos de experiência trabalhando com propriedades ou tópicos de serviços de aposentadoria. Especificamente, você:

What you are good at:

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

· Fornecer valor incomparável e serviço pendente aos nossos clientes para construir e manter a lealdade do cliente, respondendo a perguntas e comunicando requisitos referentes à resolução das propriedades. Estatutos.

· Connect with clients and inheritors by recognizing the 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.

· Seja astuto para reconhecer e avaliar as necessidades subjacentes do cliente, utilizando nosso modelo Edge. Ajude a reter e expandir seu relacionamento com a Schwab. consultas. 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 of communications.

· Engage with clients in a manner that inspires trust and the opportunity to build a deeper relationship, by being timely and efficient in resolving the needs of the client, which can help retain and expand their relationship with Schwab.

· Display ownership and empowerment 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.

· Navigate a sometimes unknown or ambiguous client issue but working collaboratively with the client and internal partners to help resolve escalated issues and inquiries.

· Build collaborative relationships 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.