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Client Service Representative

2 months ago

Richfield, Ohio, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities
  • Provide exceptional customer service to clients through inbound phone calls, offering guidance and solutions for their retirement plans and long-term investing options.
  • Build relationships with clients to understand their needs and provide tailored solutions to meet their goals.
  • Stay up-to-date on retirement products and services, and consult with clients to identify opportunities for growth and improvement.
  • Work collaboratively with the Participant Services team to achieve business objectives and drive client satisfaction.
Requirements
  • Validated strong verbal and written communication skills.
  • Proven passion for helping, servicing, and educating others, with a strong client-focus and desire to form relationships.
  • Superior listening skills and analytical abilities to understand client needs and provide effective solutions.
  • Ability to adapt and implement changes as market and business conditions evolve.
  • Adopt mentoring and feedback for continuous improvement.
What We Offer
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement.
  • A supportive culture that prioritizes employee development and well-being.
  • Opportunities for growth and advancement in a dynamic and innovative industry.