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Richfield, Idaho, United States Charles Schwab Full time{"h1": "Empower Your Career at Charles Schwab", "p": "At Charles 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. As a Licensed Customer Service Professional...
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Richfield, Ohio, United States Charles Schwab Full timeUnlock Your Potential as a Client Service ProfessionalAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Provide guidance and...
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Richfield, United States Charles Schwab Full timeUnlock Your Potential as a Client Service Professional At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry. We're seeking a talented Client Service...
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Client Service Representative
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Client Service Representative
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Client Service Representative
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Richfield, Ohio, United States Charles Schwab Full timeAbout the RoleAs a Client Service Professional at Charles Schwab, you will play a critical role in delivering exceptional service to our clients. This position offers a unique opportunity to launch your career in financial services and make a meaningful impact on the lives of our clients.Key ResponsibilitiesProvide guidance and solutions to clients through...
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Client Service Representative
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Richfield, Idaho, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Service Professional to join our Participant Services team at Charles Schwab. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building long-term relationships.Key...
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Client Service Representative
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Richfield, Ohio, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Service Professional to join our Participant Services team at Charles Schwab. As a key member of our team, you will be responsible for providing exceptional service to our clients, helping them achieve their financial goals, and building strong relationships with our participants.Key...
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Richfield, Ohio, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Client Service Professional to join our Participant Services...
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Richfield, Ohio, United States Oswald Companies Full timeJob SummaryOswald Companies is seeking a highly motivated and organized Client Service Coordinator to provide internal support to an account management team. The ideal candidate will be responsible for collaborating with sales and service staff, interfacing with clients and carriers, maintaining records, and performing other general administrative duties.A...
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Client Service Representative
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Richfield, Ohio, United States Charles Schwab Full timeUnlock Your Potential as a Client Service ProfessionalAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Provide exceptional...
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Client Service Coordinator
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Client Service Representative
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Richfield, United States Charles Schwab Full timeEmpower Your Career with Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.About the RoleWe're seeking a Client Service Professional to...
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Client Service Coordinator
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Richfield, United States Oswald Companies Full timeWould you like to take ownership in a dynamic, high-growth business that truly walks the talk?Oswald Companies seeks goal-driven professionals ready to take their career to the next level.Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account,...
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Client Service Representative
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Richfield, Ohio, United States Charles Schwab Full time{"header": "Career Opportunity at Charles Schwab", "subheader": "Empowering Your Professional Growth", "text": "At Charles 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...
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Client Service Representative
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Richfield, Ohio, United States Charles Schwab Full timeTransforming Finance TogetherAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As a Client Service Professional in our Participant Services team, you'll be part of a collaborative, growth-focused environment that champions your development. Your daily interactions will be through inbound phone...
Client Service Professional
2 months ago
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. When you join us as a Client Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to ask the difficult questions, you can earn the trust and dedication of our participants. Your daily interactions will be through inbound phone calls with participants of employer-sponsored retirement plans, providing guidance and solutions, as well as long-term investing options. As you build your knowledge and skills with ongoing classroom and hands-on training, you will become a subject matter authority on retirement products and services, consulting with participants in retirement plans to identify needs and offer solutions that can change their futures. If you are looking to launch your career in financial services in a role where your growth and work is critical and valued, this may be the opportunity for you. NOTE: This position has an Nov. 18th, 2024 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern; Monday - Friday and NOT available for 100% remote work. #campus What you have Validated strong verbal and written communication skills Proven passion for helping, servicing and educating others; strong client-focus and the desire to form relationships during each interaction Superior listening skills and analyzing account information to better understand client needs Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines Ability to adapt and implement changes as market and business conditions evolve Adopt mentoring and feedback for continuous improvement Bilingual in Spanish a plus Active and valid Series 7 & 63 licenses are beneficial but not required If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests ~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
