Client Service Representative

4 weeks ago


Richfield, Ohio, United States Charles Schwab Full time

About the Role

We are seeking a Client Service Representative to join our team at Charles Schwab. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their questions, and helping them with their financial needs.

Key Responsibilities

  • Provide excellent customer service to clients via phone, email, and in-person
  • Answer client questions and concerns about their financial accounts and investments
  • Help clients with their financial needs, such as setting up new accounts and transferring funds
  • Work with clients to understand their financial goals and develop personalized plans to help them achieve those goals

Requirements

  • Flexibility to work a variety of shifts, including mornings, afternoons, and evenings
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Basic computer skills and knowledge of financial software

What We Offer

  • A competitive salary and benefits package
  • Opportunities for career growth and advancement
  • A dynamic and supportive work environment
  • Training and development programs to help you succeed in your role

About Charles Schwab

Charles Schwab is a leading financial services company that is committed to helping our clients achieve their financial goals. We offer a range of financial products and services, including brokerage accounts, investment advice, and retirement planning. Our team is dedicated to providing exceptional customer service and helping our clients succeed in the financial markets.



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