This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

Job offers selected exclusively for people in Texas

To post a job, login or create an account |  Post a Job

Client Reporting and Security Services Senior Specialist


This is a Full-time position in Westlake, TX posted May 3, 2021.

We are ManpowerGroup recruiting on behalf of Charles Schwab.**Your Opportunity**Client Reporting and Security Services (CRSS) is a specialized team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners.

CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters such as: tax, cost basis, corporate actions, securities operations, distributions and client reporting products.

The work performed is detailed, and requires explanations to be communicated in a clear and effective manner.

Explore an exciting and challenging opportunity to join an exceptional team within Operational Services that provides phone support and resolution of client inquiries.**What you are good at**+ Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations.+ Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.+ Set proper expectations when assessing and resolving client issues.+ Deliver unparalleled value and outstanding service to our internal and external clients.+ Identify and resolve escalations while evaluating and mitigating risk.+ Work collaboratively and effectively with others.+ Handle client escalations in all subject matter CRSS supports by listening and solving problems resulting in a positive client experience.+ Facilitate training and be part of the mentor program.+ Assist with quality assurance and coaching employees.+ Educate both internal and external clients on all subject matters CRSS supports.**What you have**+ 3-5 years in a financial services (brokerage industry preferred) or client service/client facing role; college degree or equivalent experience.+ Series 7 and 63 licenses required.+ Outstanding customer service skills, excellent interpersonal skills and the ability to communicate in a clear and concise manner.+ Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.+ Ability to accurately and quickly resolve client service issues while providing world class service to internal and external clients.+ Exceptional critical thinking skills and the ability to exercise sound judgment.+ Adaptable to working in a high volume, fast paced environment.+ Proven subject matter knowledge within three or more of the following areas: Cost Basis, Tax Reporting, Corporate Actions, Distributions and Security Processing.+ Excellent interpersonal skills and the ability to communicate in a clear and concise manner both orally and written.+ Must have demonstrated ability to work in a high volume, faced paced environment.+ Proven ability to handle escalations professionally and changing the client experience by building client loyalty and providing solutions.+ Demonstrates leadership qualities in making decisions and mitigating risk.**Why work for us?**Own Your Tomorrow embodies everything we do!

We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow.

We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future.

Explore further.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Please click here to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace.

If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter.

We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment.

It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee’s race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.