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


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
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