Current jobs related to Associate, Client Technical Support - Westlake - Charles Schwab


  • Westlake, United States Charles Schwab Full time

    Job Summary: Seeking a Client Technical Support Associate to respond to escalated technical inquiries from internal and external clients, providing exceptional client service and support. About the Role: The Client Technical Support Associate will respond to tier II escalated technical inquiries from internal and external clients regarding online access and...


  • Westlake, Texas, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly skilled Client Technical Support Associate to join our team at Charles Schwab. As a key member of our support team, you will be responsible for providing exceptional technical support to our clients, ensuring their online access and navigation of our website, systems, and accounts are seamless and efficient.Key...


  • Westlake, TX, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job SummaryFidelity TalentSource LLC is seeking a highly skilled Service Desk Specialist to join our team. As a Service Desk Specialist, you will be responsible for providing technical support to our internal end users, ensuring hardware and software functionality, and resolving technical issues in a timely and efficient manner.Key ResponsibilitiesProvide...


  • Westlake, Ohio, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide exceptional customer service and administrative support to our Financial Advisors and clients.Key ResponsibilitiesPerform clerical functions related to opening and maintaining client...

  • Operations Associate

    2 months ago


    Westlake, Ohio, United States Equity Trust Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team at Equity Trust. As a Client Services Associate, you will be responsible for handling client requests, processing new accounts, and providing exceptional customer service.Key ResponsibilitiesClient Request Handling: Process client requests in a timely...


  • Westlake, United States Stifel Financial Full time

    Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining...


  • Westlake Village, United States Stratos Wealth Partners Full time

    Client Services AssociateWestlake Village, CA Stratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range...


  • Westlake Village, United States Stratos Wealth Partners Full time

    Client Service AssociateWestlake Village, CA Stratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the...


  • Westlake Village, United States Stratos Wealth Partners Full time

    Client Service AssociateWestlake Village, CAStratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the...


  • Westlake Village, United States Stratos Wealth Partners Full time

    Client Services AssociateWestlake Village, CAStratos Wealth Partners provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range of...


  • Westlake, United States Equity Trust Full time

    This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and...


  • Westlake Village, California, United States iPayment Full time

    Technical Support Representative Job DescriptionThe Technical Support Level I representative plays a vital role in ensuring the high standard of service level maintained within the department. This position is responsible for answering and resolving incoming merchant and agent inquiries related to point-of-sale (POS) equipment.Key Responsibilities:Provide...


  • Westlake, Ohio, United States Equity Trust Full time

    Job SummaryThe Onboarding Specialist plays a crucial role in establishing new client relationships by serving as the primary point of contact for account setup and funding. This position requires strong communication and organizational skills to ensure seamless client onboarding and satisfaction.Key ResponsibilitiesProvide sales, service, and execution...


  • Westlake Village, California, United States iPayment Full time

    The Technical Support Level I representative is responsible for providing top-notch service to our merchants and agents by answering and resolving incoming inquiries related to point-of-sale (POS) equipment.The role involves providing product information, troubleshooting, and diagnostics, as well as navigating all systems used within the Technical Support...


  • Westlake Village, California, United States iPayment Full time

    Job SummaryThe Technical Support Level I representative is responsible for providing exceptional customer service and resolving incoming merchant and agent inquiries related to point-of-sale (POS) equipment.Key ResponsibilitiesAnswer and resolve incoming merchant and agent inquiriesProvide product information, troubleshooting, and diagnosticsWork well under...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job SummaryFidelity TalentSource is seeking an End User Support Technician to join our team in Westlake, TX. As a key member of our Enterprise Infrastructure Group, you will provide technical support for Fidelity locations in Texas, ensuring seamless operations and exceptional customer experience.Key ResponsibilitiesProvide end-user technology support for...


  • Westlake, United States Equity Trust Full time

    *This position is based in our Westlake, OH location and is eligible for a hybrid schedule after the probationary period.JOB OVERVIEW:The Institutional Client Success Manager (CSM) effectively manages and supports Equity Trust Company’s (ETC) high-value, Institutional clients. Delivers a next-generation client success experience by blending education (ETC...


  • Westlake, Ohio, United States Fidelity Investments Full time

    Job Title: Director, ArchitectureThis is a key leadership role that will drive the technical direction of our organization. As a Director of Architecture, you will be responsible for defining and implementing the technical architecture of our systems, ensuring they are scalable, secure, and meet the needs of our business.The RoleYou will work closely with...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:The Client Services Manager is a key role within the Client Service Management organization at Fidelity Investments. This position is responsible for the operational integrity of client plans, ensuring that all aspects of plan administration are handled efficiently and effectively.The ideal candidate will have a strong understanding of...

Associate, Client Technical Support

3 months ago


Westlake, United States Charles Schwab Full time
Position Type: RegularYour opportunity

The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Our goal is to support the one call resolution, while still providing a means for further escalation if necessary. Additionally, we provide Client Support and Protection typically related to online access attempts via our electronic channels. We strive to execute the balance of being productive and efficient, while delivering exceptional client service.

What you have
  • Minimum of one-year prior client service experience required.  2+ years of prior client service experience preferred.
  • 1 year or more of Financial Services industry experience preferred.
  • Proven experience utilizing strong troubleshooting techniques, de-escalating, and problem solving, ideally in a Call Center environment.
  • Excellent interpersonal skills, including proven listening skills, and the ability to effectively communicate technical trouble shooting steps in a detailed, well-organized manner over the phone.
  • There are various schedules of weekdays, and early evenings.
  • Excellent knowledge of PC/Mac computing environments including operating systems, peripherals, & navigating through complex software
  • Excellent knowledge of the Internet, ISP’s and common browsers such as Internet Explorer, Chrome, Safari and Firefox and a high-level understanding of Apple and Android based mobile devices
  • Demonstrates a technical aptitude by quickly assimilating technical concepts and new technology
  • Experience working in a team environment, including sharing feedback and knowledge with peers
  • Passion for service, positive attitude, enthusiasm, professionalism, and strong client focus
  • Adept at anticipating and adapting to changing job needs with exceptional results
  • Promotes and embraces positive client interactions, as well as personal, team, and company improvement
  • Being efficient in utilizing many diverse resources and computer screens simultaneously while delivering exceptional service over the phone.
  • Effective critical thinking and problem solving through probing question to identify solutions in unique situations, while demonstrating sound business judgement.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

 

#campus


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance