Non-Registered Independent Branch Client Service Specialist Intern

Independent Branches, led by a Schwab franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, estate planning, and active investing. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com

The Schwab Independent Branch in Grosse Pointe, Michigan is looking for a Non-Registered Independent Branch Client Service Specialist Intern with a passion for serving clients. Weekly hours will vary depending on the branch's needs and the intern's availability. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

• Building strong, personal relationships with clients is a key component of the Independent Branches’ success. Client Service Specialists greet clients and prospects with warm enthusiasm when they call or visit the branch, ensuring they feel welcomed and appreciated
• Delivering outstanding service and providing all clients an exceptional experience
• Support branch marketing activities to help drive client acquisition and deepen relationships with existing clients

KEY RESPONSIBILITIES

• Greet clients in person and over the phone
• Receive checks and security deposits, and process new accounts
• Schedule client consultations and help facilitate client requests
• Maintain branch to Schwab branch standards
• Assist the Independent Branch Leader and sales staff with meeting client needs
• Coordinate marketing efforts for the branch, including but not limited to seminars and events

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include:

• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Ability to manage multiple client situations, needs and inquiries simultaneously
• Ability to work independently and as part of a team
• Strong attention to detail
• Must be able to develop and maintain good cross enterprise working relationships
• Must be proficient with Microsoft Office
• Strong phone and interpersonal relationship skills
• Outstanding written and oral communication skills
• Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.

Job Types: Part-time, Temporary, Internship

Pay: $10.00 - $15.00 per hour

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Grosse Pointe, MI 48236: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person