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Charles Schwab

Specialist, Service Quality Assurance

Westlake, TX

Your Opportunity Quality Assurance is designed to build Client Loyalty through a consistent client experience in customer service. The QA group partners with leaders from across Schwab to provide coaching and feedback to representatives on their performance regarding those behaviors that build Client Loyalty. Analysts/Coaches draw upon personal experiences, professional training, and expertise to develop working relationships within the CS&S organization and to improve the client experience.

What you are good at

  • Listen to recorded calls, live calls or ghost with representatives to assess performance
  • Daily coaching and feedback on client interactions
  • Partner with Team Managers to continually improve their representatives
  • Ensure consistency in all client interactions through coaching and feedback
  • Evaluate data and present trend analysis to business leaders, based on network or specific local segment needs

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What you have
  • FINRA Series 7 and 63 licenses required. FINRA Series 66 and 9/10 strongly preferred
  • Two or more years' experience in a people manager and/or quality assurance coaching role in a call center environment preferred
  • Strong knowledge of the securities industry and investment vehicles (e.g. IRAs, brokerage accounts)
  • Self-directed, self-motivated, comfortable being supported virtually and able to work independently on a variety of tasks
  • Excellent time management and organizational skill
  • Exhibited success in creating a "through the client eye's" experience with a focus on proactive and productive conversations
  • Excellent analytical abilities as demonstrated by gathering, analyzing, and delivering information in both verbal and written formats
  • Solid mentoring background, employee development skills, and understanding of coaching processes and varying adult learning styles
  • Strong written and verbal communication skills, including strong presentation skills, demonstrated by comfort in communicating at all levels of management to include officer levels

Job ID: CharlesSchwab-63923
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

This job is no longer available.

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