Finance Customer Service Representative
5 days ago
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.
- 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.
- 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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