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Charles Schwab Senior Client Service Associate in Boston, Massachusetts

Your Opportunity

ThomasPartners Strategies, managed by Charles Schwab Investment Management, Inc., serves high net worth individuals. ThomasPartners specializes in the construction of growth-oriented investment portfolios that generate current dividend income streams, which are actively managed with the goal of generating annual aggregate portfolio dividend income growth, as well as market appreciation over time. Our commitment to this philosophy is disciplined and constant.

We are looking for people with a passion for helping clients. The successful Senior Client Service Associate will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a golden advisory relationship experience.

What you are good at

  • Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc.

  • Develop a strong working relationship with designated Investment Professional(s) and their clients

  • Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed

  • Maintain client service processes according to established compliance and risk requirements

  • Manage contact databases, creating and updating prospect/client information

  • Maintain account and security restrictions in key ThomasPartners databases

  • Assist in the quarter-end reporting, and preparation of client meeting materials

  • Assist in the preparation of marketing materials

  • Liaison with operations and trading to effectively disseminate information

  • Assist with Word, Excel and PowerPoint documents

What you have

The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.

  • 5+ years of experience in the financial services industry required

  • Series 65 and/or Series 7/66 preferred (may be obtained under a condition of employment)

  • Passion for service and finance with strong client-focus and the ability to provide a superior level of service

  • Aptitude for complex problem solving

  • Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines

  • Collaborative and relational work style with proven success in a team environment

  • Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects

  • A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook

  • Portfolio accounting software knowledge preferred

  • College degree – BA/BS preferred

  • Desire for growth opportunities and ongoing training

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 (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

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 (https://www.aboutschwab.com/EEO) 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 applicantaccessibility@schwab.com or call 800-275-1281 (tel: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.

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 (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf). 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 (https://www.aboutschwab.com/EEO) 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 applicantaccessibility@schwab.com 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.

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