Overview

Office Manager Jobs in Corpus Christi at Calallen Medical Clinic


Title: Office Manager

Company: Calallen Medical Clinic

Location: Corpus Christi

Position Type:Regular

Your Opportunity

We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.

As an eServices Financial Professional you’ll have the opportunity to:

Expand the company’s relationships with clients by providing a full spectrum of services through chat and email channels.

Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.

Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model.

Gain exposure to a broad array of client scenarios, further developing your Schwab skill set.

Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*

When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.

Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

We want you to bring your personality to your conversations and invest in your development to help achieve client happiness. You will improve each client’s relationship with Schwab by addressing their need(s) first and then asking questions to learn what other products, services, or guidance may be appropriate based on their financial goals.

Throughout these conversations you will:

Educate clients:Engage clients in robust discussions via chat and email encompassing market conditions, trends and providing investment education.

Be consultative:Recommend appropriate solutions to clients which align to their goals and promote Schwab growth.

Be an advocate for clients:Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.

Build positive relationships:Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients

Use investigative skills:Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.

Have a defined model of success:Participate in our merit based performance culture where employees feel empowered to ow…

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About Calallen Medical Clinic