Current jobs related to Financial Services Representative - Westlake, Ohio - Charles Schwab

  • Financial Services Representative

    2 weeks ago

    Westlake, Ohio, United States United Consumer Financial Services Full time

    Job Title: Collection RepresentativeUnited Consumer Financial Services (UCFS) is a leading financial services company dedicated to providing exceptional service to our customers and enhancing the lives of those in our surrounding communities. We are committed to the well-being, engagement, and career development of our highly-valued workforce.Job Summary:The...

  • Financial Services Representative

    1 month ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.As a Financial Representative, you will be responsible for building and maintaining strong...

  • Financial Services Representative

    1 month ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We're Looking For:Proven customer service skills, with experience in phone or...

  • Financial Representative

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service...

  • Financial Services Representative

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...

  • Financial Services Representative

    1 month ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to work with a diverse range of customers, providing exceptional service and support to help them achieve their financial goals.Key Responsibilities:Provide outstanding customer...

  • Client Services Representative

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our Operations and Services Group as a Client Services Representative. In this role, you will be responsible for providing exceptional service to our institutional clients, navigating transaction processing, and executing client requests. You will also be involved in...

  • Client Service Associate

    2 weeks ago

    Westlake, Ohio, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide exceptional customer service and administrative support to our Financial Advisors and clients.Key ResponsibilitiesPerform clerical functions related to opening and maintaining client...

  • Financial Services Specialist

    2 weeks ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Our Team as a Client Services SpecialistGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique opportunity for growth and development.As a Client Services Specialist, you will be responsible...

  • Financial Services Specialist

    4 weeks ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Golden Reserve LLC as a Financial Paraplanner/Client Services SpecialistWe are seeking an experienced professional to join our team as a Financial Paraplanner/Client Services Specialist. This role is a unique blend of a Paraplanner and Client Services Coordinator, responsible for managing our entire back-end client sales process, delivering world-class...

  • Financial Services Associate

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource is seeking a highly skilled Financial Services Associate to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.The ideal candidate will have a strong background in financial services, excellent communication skills, and the...

  • Financial Services Associate

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Title: Financial Services AssociateFidelity TalentSource LLC is seeking a highly skilled Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for working with Fidelity's retirement plan sponsors to ensure accurate and timely completion of their Nondiscrimination testing and Forms 5500/8955-SSA.Key...

  • Financial Services Specialist

    3 weeks ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Golden Reserve LLC as a Client Services SpecialistWe are seeking an experienced Client Services Specialist to join our team at Golden Reserve LLC. As a Client Services Specialist, you will play a critical role in managing our client sales process, delivering exceptional first-line ongoing client support and service, and facilitating start-to-finish...

  • Financial Services Specialist

    1 week ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Our Team as a Client Services SpecialistGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique blend of skills and expertise.As a Client Services Specialist, you will be responsible for...

  • Financial Services Specialist

    1 month ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Our Team as a Client Services SpecialistGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. This role combines the responsibilities of a Paraplanner and Client Services Coordinator, offering a unique opportunity for growth and development.Key Responsibilities:Manage the back-end client sales...

  • Financial Services Specialist

    4 weeks ago

    Westlake, Ohio, United States Golden Reserve LLC Full time

    Join Our Team as a Client Services SpecialistGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team in Sheffield Village. As a Client Services Specialist, you will be responsible for managing our entire back-end client sales process, including building client roadmaps and delivering world-class first-line ongoing client...

  • Financial Services Associate

    1 month ago

    Westlake, Ohio, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Services Coordinator

    7 days ago

    Westlake, Ohio, United States Edward Jones Full time

    About the Role:We are seeking a highly skilled and motivated individual to join our team as a Financial Services Coordinator. In this role, you will be responsible for providing exceptional client service and support to our clients, while also working closely with our financial advisors to help them achieve their goals.Key Responsibilities:Deliver...

  • Customer Service Representative

    4 days ago

    Westlake, Ohio, United States Zobility Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Zobility. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences by being fully accountable for the end-to-end customer journey.Key Responsibilities:Act as a single...

  • Customer Service Representative

    3 days ago

    Westlake, Ohio, United States IMCD Group Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at IMCD Group. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring timely and accurate order processing, and maintaining a high level of customer...

Financial Services Representative

2 months ago

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

At Charles Schwab, we're seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our service team, you'll play a vital role in helping clients achieve their financial goals.

Key Responsibilities
  • Provide exceptional client service and support through inbound calls, emails, and other communication channels.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Offer personalized investment advice and guidance to clients, helping them make informed decisions about their financial futures.
  • Stay up-to-date on market trends, products, and services to provide clients with the best possible solutions.
  • Collaborate with colleagues to resolve complex client issues and provide seamless support.
What We Offer
  • A competitive pay and bonus package, with opportunities for growth and advancement.
  • A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and paid time off.
  • Professional development opportunities, including training and education programs to help you succeed in your role.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
Requirements
  • Flexibility to work a variety of shifts, including evenings, weekends, and holidays.
  • Previous customer service or client-facing experience, preferably in a financial services or related industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.