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Client Service Representative

2 months ago

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

We are seeking a highly motivated and detail-oriented 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 our clients, answering their questions, and helping them achieve their financial goals.

Key Responsibilities
  • Provide best-in-class service to clients through inbound phone calls, emails, and other communication channels.
  • Answer client inquiries and provide guidance on retirement products and services.
  • Identify client needs and offer solutions that can change their futures.
  • Work closely with clients to understand their financial goals and develop personalized plans to help them achieve them.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and provide accurate information to clients.
Requirements
  • Validated strong verbal and written communication skills.
  • Proven passion for helping, servicing, and educating others.
  • Superior listening skills and analytical skills to understand client needs.
  • Strong analytical skills and attention to detail 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.
What We Offer

At Charles Schwab, we are 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 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.