eServices Professional

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

**What you’ll do:** **We have several opportunities available within eServices:** Prospect Chat is a specialty segment of Client Service & Support. We work closely with our departments, such as Investor Development Teams and eMarketing, to provide solutions and education to prospects and clients who favor chat as their preferred communication channel with Schwab. As part of Proactive Chat you will gain exposure to an additional dimension of the Client Service & Support department. You will be able to fully leverage your current Schwab expertise and utilize your written and verbal communication skills to attract new business to Schwab. In addition, as a Representative in Prospect Chat you will continue to enhance and develop your career at Schwab. Within Client Chat, you’ll have the opportunity to expand the company’s relationships with clients by providing a full spectrum of services through the chat channel. Handle multiple clients’ chat conversations simultaneously and actively manage chat dialogues for efficiency and effectiveness. Work collaboratively with other representatives and managers in cross team initiatives to improve the organization and the chat business model.

**What you have:** * A valid and active Series 7 and Series 63 license is required (may be obtained within a 180 day condition of employment) * Well-developed and effective writing skills * Engage clients and prospects via concurrent chats as well as email and phone * Research and fulfill client and prospect requests timely * LivePerson/Moxie platform experience (preferred) * Knowledge of Communication with the Public (CWTP) policies and procedures (preferred) * Adept at learning new technology, utilizing a variety of data and systems in order to proactively identify solutions, based on the client/prospects financial needs * Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines * Established technical skills with the ability to easily utilize multiple applications simultaneously * Willing to work within a structured schedule and a variety of shifts, which may include market (M-F daytime) hours, late nights, early mornings, and/or weekends as pre-determined by business need.