Finance Customer Service Representative

5 days ago


Lone Tree, Iowa, 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 via phone, ensuring a positive experience and resolving issues efficiently.
  • Develop a deep understanding of financial products and services, including investment strategies, trading tools, and market mechanics.
  • Engage with clients to educate them on financial options and provide personalized recommendations.
  • Work collaboratively with the service team to achieve business objectives and drive client satisfaction.
  • Participate in ongoing training and development programs to enhance knowledge and skills.
What We Offer
  • A competitive pay and bonus package, with opportunities for growth and advancement.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive and collaborative work environment, with opportunities for professional development and growth.
  • A chance to make a positive impact in the finance industry and contribute to the success of Charles Schwab.
Requirements
  • Flexibility to work a variety of shifts, including evenings and weekends.
  • Previous customer service experience, preferably in a financial services setting.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • A passion for learning and a willingness to adapt to changing market conditions.
  • A bachelor's degree in finance, economics, or a related field, or equivalent experience.


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