Finance Customer Service Representative
4 days ago
We are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Finance Customer Service Representative. In this exciting role, you will have the opportunity to educate clients about investment strategies, trading tools, and market mechanics, while engaging with and advocating for clients to provide the best possible solution.
Key Responsibilities- Provide exceptional customer service to clients via inbound calls, ensuring a positive and personalized experience.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date on market trends and financial products, making recommendations to clients as needed.
- Collaborate with colleagues to resolve complex client issues and provide solutions.
- Participate in ongoing training and development programs to enhance knowledge and skills.
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you will have the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package, including:
- 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
To be successful in this role, you will need:
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- Previous customer service experience, preferably in a financial services environment
- Strong communication and interpersonal skills, with the ability to build rapport with clients
- A passion for learning and staying up-to-date on market trends and financial products
- A willingness to adapt to changes in the market and business
If you are a motivated and customer-focused individual who is eager to pursue a career in finance, we encourage you to apply for this exciting opportunity. We look forward to reviewing your application and discussing how you can contribute to our team's success.
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