Client Service Representative
1 week ago
We are seeking a highly motivated and customer-focused Client Service Professional to join our Participant Services team at Charles Schwab. As a key member of our team, you will play a critical role in providing exceptional service to our clients, helping them achieve their financial goals and objectives.
In this role, you will be responsible for handling inbound phone calls from clients, providing guidance and solutions to their retirement plan needs, and offering long-term investing options. You will also have the opportunity to build your knowledge and skills through ongoing classroom and hands-on training, becoming a subject matter authority on retirement products and services.
Key Responsibilities- Provide exceptional customer service to clients, responding to their inquiries and resolving their issues in a timely and professional manner.
- Offer guidance and solutions to clients on their retirement plan needs, including long-term investing options.
- Build relationships with clients, understanding their needs and preferences, and providing personalized service.
- Stay up-to-date on industry trends and developments, applying this knowledge to provide clients with the best possible service.
- Collaborate with internal teams to ensure seamless service delivery and meet client expectations.
At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:
- 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
To be successful in this role, you will need:
- Validated strong verbal and written communication skills
- Proven passion for helping, servicing, and educating others; strong client-focus and the desire to form relationships during each interaction
- Superior listening skills and analyzing account information to better understand client needs
- Strong analytical skills and attention to detail in order to adhere to policies, procedures, and guidelines
- Ability to adapt and implement changes as market and business conditions evolve
- Aptitude for mentoring and feedback for continuous improvement
- Bilingual in Spanish a plus
- Active and valid Series 7 & 63 licenses are beneficial but not required
We are a purpose-driven organization, committed to empowering our employees' personal and professional success. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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