29 days old

Student: Client Service Specialist

Lexington, KY 40507
Job Title Student: Client Service Specialist
Requisition Number SE02623
Department Name 3J5SE: Student Employment
Work Location Lexington, KY
On Campus/Off Campus Off Campus
Salary Range up to $15/ hour
Type of Position Student
Position Time Status Part-Time
Preferred Education/Experience
Hours per Week

30-40 hrs/wk

Job Summary

You must be a current UK student to apply for this position.

This is an off campus position.

Independent Branch Client Service Specialist – Non-Registered

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, protection planning, charitable giving, estate planning, and active trading solutions.

We are looking for a Non-Registered Independent Branch Client Service Specialist with a passion for serving clients. 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 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
  • Deliver outstanding service and provide all clients with 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 brand 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
  • Able to develop and maintain good cross-enterprise working relationships
  • Must be proficient with Microsoft Office
  • Strong phone and interpersonal relationship skills
  • Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.


This is a summary only—duties and responsibilities may be revised over time.
Skills / Knowledge / Abilities

Required Skills and Abilities:

  • 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
  • Able to develop and maintain good cross-enterprise working relationships
  • Must be proficient with Microsoft Office
  • Strong phone and interpersonal relationship skills
  • Demonstrated experience supporting marketing efforts such as inviting clients and prospects to attend events, handling event logistics, etc.
Deadline to Apply 08/08/2020
University Community of Inclusion

The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.

As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Anticipated Start Date 07/15/2020

Categories

Posted: 2020-07-09 Expires: 2020-08-08

Career Employment at UK

UK offers fulfilling careers in diverse fields supporting our teaching, research and health care missions. We also offer a compelling benefits package, including a generous retirement savings match and a supportive work environment distinguished by a respect for the unique work-life needs of every individual. Our culture of learning also provides tremendous support and resources for ongoing education, training and development. 

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Student: Client Service Specialist

University of Kentucky
Lexington, KY 40507

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