We have other current jobs related to this field that you can find below
-
Client Service Professional
2 months ago
Richfield, Minnesota, United States Charles Schwab Full timePosition Type: Regular Your 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...
-
Client Service Professional
6 days ago
Richfield, United States The Charles Schwab Corporation Full timeAt 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 Professiona Client Service, Professional, Service, Business Services, Client
-
Client Service Professional
5 days ago
Richfield, United States Charles Schwab Full timePosition 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...
-
Client Service Professional
5 days ago
Richfield, United States Charles Schwab Full timePosition 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. When you join us as a Client Service Professional in our Participant Services team, you’re starting your career...
-
Richfield, Minnesota, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and motivated Licensed 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 customer service to participants of employer-sponsored retirement plans, offering guidance and solutions to help them achieve...
-
Richfield, United States Charles Schwab Full timePosition 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. As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to...
-
Richfield, United States Charles Schwab Full timePosition 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. As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to...
-
Client Service Coordinator
2 weeks ago
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,...
-
Client Service Coordinator
3 weeks ago
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,...
-
Client Service Specialist
5 days ago
Richfield, Minnesota, United States WB Warehousing & Logistics Full timeJob OverviewWB Warehousing & Logistics is seeking a dedicated customer service specialist. The role of a customer service representative (CSR) involves acting as a bridge between the company and its clients, providing essential product and service information while addressing any issues that may arise with precision and effectiveness. The ideal candidate...
-
Client Relations Specialist
5 days ago
Richfield, Ohio, United States Oswald Companies Full timePosition Overview:As a vital member of our dynamic team, you will play a key role in supporting our account management efforts. Your responsibilities will include collaborating with sales and service personnel, interfacing with clients and carriers, maintaining accurate records, and executing various administrative tasks.Key Responsibilities:Provide...
-
Client Relations Specialist
6 days ago
Richfield, Ohio, United States Oswald Companies Full timePosition Overview:Are you ready to take charge in a vibrant, expanding organization that genuinely embodies its values? Oswald Companies is in search of motivated individuals eager to elevate their professional journey.Key Responsibilities:As a pivotal member of the account management team, you will:Provide essential administrative support, collaborating...
-
Client Relations Specialist
5 hours ago
Richfield, Ohio, United States Oswald Companies Full timeAre you ready to take charge in a vibrant, expanding organization that genuinely embodies its values? Oswald Companies is in search of motivated individuals eager to elevate their professional journey. Position Overview: This role is pivotal in delivering internal assistance to an account management team for a designated portfolio; it involves collaboration...
-
Client Relations Specialist
4 hours ago
Richfield, Wisconsin, United States Hultafors Group North America Full timeJob OverviewPosition Summary:The Service Excellence Representative plays a crucial role in delivering exceptional customer support by utilizing both verbal and written communication skills to assist internal and external clients.About Us:Hultafors Group North America is dedicated to providing innovative solutions in the Level, Layout, and Measuring product...
-
Client Care Specialist
1 week ago
Richfield, United States Arrowhead Talent Solutions Full timeA Client Care Specialist's job entails selling or introducing new company tire products or services to established clients. The customers communicate with a Client Care Specialist to request for orders, quotations, and lead times by fax, telephone, or email. The primary duty involves tracking and following up on the leads, the organization generates based on...
-
Client Relations Specialist
7 hours ago
Richfield, Minnesota, United States Karl Herman - State Farm Agent Full timePosition OverviewAre you a personable individual with a passion for customer service? Do you thrive in environments where you interact with clients? If so, a role with Karl Herman - State Farm Agent could be the perfect fit for you. Our agency focuses exclusively on State Farm insurance and financial service offerings.Key ResponsibilitiesBuild and maintain...
-
Client Relations Specialist
6 days ago
Richfield, Ohio, United States Oswald Companies Full timeAre you ready to take charge in a vibrant, expanding organization that truly embodies its values? Oswald Companies is on the lookout for motivated individuals eager to elevate their professional journey. Position Overview: This role is pivotal in delivering internal assistance to an account management team for a designated portfolio; it involves...
-
Client Relations Specialist
5 days ago
Richfield, Ohio, United States Oswald Companies Full timeAre you ready to take charge in a vibrant, rapidly expanding organization that truly embodies its values? Oswald Companies is in search of motivated individuals eager to elevate their careers. Position Overview: Responsible for delivering internal assistance to an account management team for a designated portfolio; collaborates with sales and service...
-
Client Relations Specialist
4 hours ago
Richfield, Wisconsin, United States Hultafors Group North America Full timeJob OverviewPosition Summary:The Customer Support Associate plays a vital role in delivering exceptional customer service through effective verbal and written communication. This position is focused on serving both internal and external clients, ensuring a seamless experience for all.Key Responsibilities:Respond to inquiries and concerns from both internal...
-
Client Care Specialist
2 days ago
Richfield, United States Arrowhead Talent Solutions Full timeA Client Care Specialist's job entails selling or introducing new company tire products or services to established clients. The customers communicate with a Client Care Specialist to request for orders, quotations, and lead times by fax, telephone, or email. The primary duty involves tracking and following up on the leads, the organization generates based on...
Client Service Professional
1 month ago
Your 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.
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
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
#J-18808-Ljbffr