Client Technical Support Associate

2 days ago


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

At 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 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

Required

  • Minimum of one-year prior client service experience.
  • Shift Flexibility: There are various schedules of weekdays, and early evenings shifts.
  • 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.
  • Demonstrates a technical aptitude by quickly assimilating technical concepts and new technology.
  • Excellent knowledge of common browsers such as Edge, Chrome, Safari and Firefox and a high-level understanding of Apple and Android based mobile devices.
  • Extensive knowledge of PC/Mac computing environments including operating systems, peripherals, & navigating through complex software.
  • Experience working in a team environment, including sharing feedback and knowledge with peers.
  • Passion for service, positive attitude, enthusiasm, professionalism, and strong client focus
  • Promotes and embraces positive client interactions, as well as personal, team, and company improvement.
  • Efficient in utilizing many diverse resources and computer screens simultaneously while delivering exceptional service over the phone.
  • Adept at anticipating and adapting to changing job needs with exceptional results.
  • Effective critical thinking through probing questions to identify solutions in unique situations, while demonstrating sound business judgement.

Preferred

  • 2+ years of prior client service experience.
  • 1 year or more of Financial Services industry experience.
  • Excellent technical knowledge of the Internet, Networking, Wi-Fi, and ISP’s.

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


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


  • 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...


  • Phoenix, AZ, 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...


  • Phoenix, AZ, 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 TCC Technology Full time

    Job OverviewWe are looking for a Technical Support Specialist to provide assistance with technology-related issues across various sectors. Your role will involve troubleshooting and resolving computer-related challenges for our clients.Key Responsibilities• Deliver both remote and on-site assistance at client sites, employing effective troubleshooting...


  • 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...


  • , CA, United States FM Marketing LLC Full time

    Join Our Team as a Client Support RepresentativeWe are a leading sales and business development firm in the Riverside area, representing top clients in the telecommunications and technology industries. Our goal is to ensure our clients achieve maximum brand visibility and increase customer engagement. As an entry-level Client Support Representative, you will...


  • , CA, United States Eagle Peak Solutions, Inc. Full time

    Client Support Representative Job DescriptionWe are a prominent sales and business development firm in the San Diego area that represents top clients in the technology and telecommunications industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As the entry-level Client Support...


  • Westlake, TX, United States Charles Schwab Full time

    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of...


  • Westlake, Ohio, United States Stifel Financial Full time

    **Job Summary**As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors in delivering exceptional client experiences. Under the guidance of our experienced team, you will be responsible for assisting with the opening and maintenance of client accounts and records, as well as performing a range of...


  • , TX, United States Truist Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Assist financial advisors in servicing clients,...


  • Westlake, Ohio, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Global Services Representative to join our team at Charles Schwab. As a key member of our client support team, you will be responsible for providing exceptional service to our international and domestic clients, assisting with trading futures products, and supporting clients within our Stock Plan...


  • Westlake, Ohio, United States WesternScott Fetzer Full time

    Job Summary:The IT Support Specialist is a key position responsible for troubleshooting and resolving IT productivity issues. Interacts with internal employees to restore IT productivity. Documents computer and system related incidents and troubleshoots solutions as appropriate, escalating or assigning follow-up work to other IT groups as needed. The...

  • Operations Associate

    4 weeks 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...


  • , TX, United States Pretium Full time

    Unlock Your Potential with Pretium Enterprise ServicesPretium Enterprise Services is a dynamic and innovative company that offers a unique opportunity for technical professionals to grow and develop their skills. As a Technology Delivery Engineer, you will play a key role in resolving complex technical issues, mentoring junior team members, and driving...


  • Dallas, Dallas, TX, United States First Horizon Bank Full time

    Location:On site in Memphis, TN, Lafayette, LA, Birmingham, AL, or Miami Lakes, FL. SUMMARYThis position is responsible for supervisory functions reporting directly to the manager of Treasury Management Technical Support. This includes effectively supervising team members and managing customer issues identified in the production environment and ensuring all...


  • Westlake, Ohio, United States Equity Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Specialist to join our team at Equity Trust. As a Client Onboarding Specialist, you will play a critical role in establishing new client relationships and providing exceptional customer service.Key ResponsibilitiesClient Onboarding: Partner with Sales to establish new client...


  • Brownsville, TX, United States Teleperformance USA Full time

    Category : Technical Support About TP -Teleperformance is a global, digital business services company. We deliver -the most advanced, digitally powered -business services to help the world's -best brands streamline their business in -meaningful and sustainable ways.With more than 500,000 inspired and passionate people speaking more than 300 languages, our...


  • Brownsville, TX, United States Teleperformance USA Full time

    Category : Technical Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300 languages,...