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Client Support Representative

2 months ago

Mt Pleasant, South Carolina, United States Charles Schwab Full time

Your Opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the financial services industry together.

As a Client Engagement Specialist, you will have the chance to channel your enthusiasm for customer service into a role that supports your growth within the financial sector. You will play a vital role in the operational success of our branch, working closely with your Client Relationship Manager and Branch Manager to deliver an exceptional client experience. Development and advancement are at the heart of this position. Within the Branch Network at Schwab, you will find a clear path for growth and numerous opportunities to challenge yourself and enhance your expertise. While licensing is not a prerequisite for this role, Schwab will assist you in obtaining the Series 7 and 63/66 licenses if that aligns with your career aspirations. If you seek an entry point into the financial services industry that allows you to engage with clients, broaden your knowledge, and build a lasting career, this could be the right opportunity for you.

What You Have

1+ years of experience in Client/Customer Service.

Preferred Qualifications:

  • Prior experience in Financial Services/Wealth Management or a closely related field.
  • While licensing is preferred, it is not mandatory for this role; Charles Schwab will support employees in obtaining and maintaining the Series 7 and 63/66 licenses.
  • Ability to address client needs with professionalism and diplomacy.
  • Exceptional written and verbal communication skills.
  • Experience working independently and effectively as part of a team, managing multiple tasks and responsibilities simultaneously.
  • Capacity to establish and maintain strong cross-enterprise working relationships.
  • Basic understanding of brokerage regulations and rules governing client accounts.
  • May be required to become a Notary.

What’s in it for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you will receive the tools necessary to make a positive impact in the financial services sector.

We provide a competitive benefits package that supports your overall well-being both now and in the future:

  • 401(k) with company match and Employee Stock Purchase Plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

Charles Schwab is an affirmative action employer, focused on employing and advancing in employment qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.