Customer Service Expert

7 days ago


Phoenix, Arizona, United States Charles Schwab Full time
About the Role

This Licensed Customer Service Professional role provides an excellent opportunity for individuals who are passionate about delivering exceptional customer service and have a strong interest in finance. As a member of our Participant Services team, you will play a critical role in helping our clients achieve their financial goals.

The estimated salary range for this position is $65,000 - $85,000 per year, based on experience and qualifications.

Key Responsibilities

Your key responsibilities will include:

  • Handling inbound phone calls from participants of employer-sponsored retirement plans.
  • Providing guidance and solutions on retirement products and services, including long-term investing options.
  • Building relationships with participants and identifying their needs and goals.
Requirements and Qualifications

To be successful in this role, you will need:

  • A Series 7 and Series 63 (or equivalent) license, registered in all 50 states.
  • Strong written and verbal communication skills, as well as superior listening skills.
  • A minimum of one year of experience using computer applications at work or school.
  • Focused analytical skills and attention to detail.
  • Ability to adapt to changing market and business conditions.
Benefits and Compensation

We offer a comprehensive benefits package, including health, dental, and vision insurance, paid parental leave, family building benefits, and tuition reimbursement. The estimated annual salary for this position is between $70,000 and $90,000, depending on experience and qualifications.



  • Phoenix, Arizona, United States Arizona Mosquito Service Full time $15 - $45 per hour

    Mosquito Repellent Service Expert - Join Our Team at Arizona Mosquito ServiceAbout Our Business: Arizona Mosquito Service is committed to providing innovative, eco-friendly mosquito repellent solutions in Phoenix.Our Product Line: We offer a range of non-toxic repellents, including Blue Magic Naturals, certified by O.M.R.I. for safety and efficacy.Job...


  • Phoenix, Arizona, United States Skechers U.S.A. Full time

    Main Responsibilities:• Deliver exceptional customer service to drive sales and build customer loyalty.• Serve as a product expert and brand ambassador for Skechers, providing customers with personalized product recommendations.• Maintain a well-organized and visually appealing store environment, ensuring a premier shopping experience for customers.•...


  • Phoenix, Arizona, United States Hobart Service Full time

    Job OverviewHobart Service, a leading provider of commercial food equipment service solutions, is seeking a highly skilled Customer Service Representative to join our team. This role offers an excellent opportunity to work in a fast-paced environment and deliver exceptional customer service.Job ResponsibilitiesThe successful candidate will be responsible...


  • Phoenix, Arizona, United States Expert Technology Services Full time

    We are seeking an experienced Drupal Support Specialist to join our team at Expert Technology Services. This is a unique opportunity to work on the Agency Platform initiative, which aims to deliver streamlined, secure, and accessible websites for state agencies.Key ResponsibilitiesProvide technical support and troubleshooting assistance to agencies...


  • Phoenix, Arizona, United States Acro Service Corp Full time

    Job Overview:We are seeking a highly skilled Customer Service Representative to join our team at Acro Service Corp.About the Role:This is a remote position that requires reporting to the office for orientation on the first day. The successful candidate will be responsible for providing exceptional customer service by handling inbound telephone calls related...


  • Phoenix, Arizona, United States Daikin Applied Full time

    Daikin Applied: A Leading Innovator in HVACWe are seeking a skilled Sales and Service Expert to join our team in Phoenix. As a key member of our Service and Solutions business, you will play a crucial role in growing and developing new customer relationships, selling preventative maintenance contracts, and providing recommendations for service and repair...

  • Sales Associate

    2 weeks ago


    Phoenix, Arizona, United States Superpawn Full time

    Superpawn Sales Associate OpportunityWe are seeking highly motivated and customer-focused individuals to join our team as Full-Time Retail Sales Associates. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.About the...


  • Phoenix, Arizona, United States Day & Night Full time

    At Day & Night Air Conditioning, Heating, and Plumbing, we pride ourselves on providing exceptional service to our customers. As a Customer Service Representative, you will be the first point of contact for incoming calls and provide a 5-star experience for all customers.Our team is passionate about making a difference in the lives of our customers, and we...


  • Phoenix, Arizona, United States Domino's Franchise Full time

    Job SummaryDomino's Franchise is seeking a qualified Delivery Driver to join our team.About the RoleThis position involves delivering orders to customers in a safe and timely manner, while maintaining high standards of customer service.Key ResponsibilitiesDaily Deliveries: Ensure all orders are delivered on time and in good condition.Customer Interaction:...

  • Hospitality Expert

    2 days ago


    Phoenix, Arizona, United States Tomaso's Full time

    THE SICILIAN BUTCHER is a renowned restaurant in Phoenix, seeking a skilled Server/Bartender to join their team. As a Hospitality Expert - Gourmet Service, you will provide exceptional service in a fast-paced, high-energy kitchen environment.About UsTomaso's is part of The Maggiore Group, a central hub for various commercial concepts, including restaurants,...

  • Service Expert

    2 days ago


    Phoenix, Arizona, United States Marriott Hotels & Resorts Full time

    At Marriott Hotels & Resorts, we don't just serve food, we craft unforgettable experiences. Our Service Experts are the backbone of this mission, ensuring that every guest leaves with a lasting impression. To achieve this, they work closely with the Server team to deliver exceptional service.What We OfferWe pride ourselves on offering a competitive salary...


  • Phoenix, Arizona, United States Wells Fargo Full time

    About Wells FargoWells Fargo is a leading financial services company that empowers millions of customers to achieve their goals. Our Consumer Lending businesses offer a range of credit products and services that help our customers succeed.Job DescriptionThis role plays a critical part in supporting our customers and driving business growth. As an Associate...


  • Phoenix, Arizona, United States First Citizens Bank Full time

    About the RoleAs a Customer Service Specialist III at First Citizens Bank, you will serve as the primary contact for commercial clients, handling requests and resolving issues in a timely and accurate manner.Job SummaryWe are seeking an experienced professional with a strong background in customer service, banking, or financial services to join our team. The...

  • Nike Retail Associate

    4 weeks ago


    Phoenix, Arizona, United States NIKE Full time

    Role OverviewAs a Nike Retail Associate, you will be the face of NIKE, providing exceptional customer service and ensuring a seamless shopping experience for our customers. You will work closely with your team to achieve sales goals and maintain a high level of customer satisfaction.Key ResponsibilitiesProvide personalized customer service and support to...


  • Phoenix, Arizona, United States LESLIES POOLMART INC Full time

    About the RoleAt LESLIES POOLMART INC, we're committed to providing exceptional customer service and building a positive, fun atmosphere where our team members feel valued and motivated.Key ResponsibilitiesRespond promptly to customer inquiries via phone and email, providing accurate information about products, services, and policies.Assist customers with...


  • Phoenix, Arizona, United States Nirvana Center Dispensaries Full time

    Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at Nirvana Center Dispensaries. As a key member of our staff, you will be responsible for providing exceptional customer service while promoting our medical and recreational cannabis products.


  • Phoenix, Arizona, United States Draperies N' Things-Miniblinds&More Full time

    About UsDraperies N' Things-Miniblinds&More is a family-run business with over 44 years of experience in providing top-notch window treatment solutions to the community.Job SummaryWe are seeking an energetic and customer-focused receptionist to join our team at our showroom. The ideal candidate will have excellent communication skills, be able to...


  • Phoenix, Arizona, United States Agricultural Research Service Full time

    About the Role: The Agricultural Research Service (ARS) is seeking a skilled Molecular Genetics Expert to join its team. This exciting opportunity is ideal for individuals with a strong background in plant sciences, genetics, and molecular biology.Job Summary: As a Molecular Genetics Expert, you will play a key role in developing novel molecular biology and...


  • Phoenix, Arizona, United States Tech-24 A Commercial Food Service Repair Company, Inc. Full time

    The Communication Hub Specialist is the central part of our service delivery process. This role requires effective communication with customers and technicians to ensure prompt and courteous service. The ideal candidate will be able to manage multiple tasks, work efficiently in a fast-paced environment, and remain calm under pressure.Key...


  • Phoenix, Arizona, United States Swift Transportation Full time

    Claims Examiner RoleWe are seeking a highly skilled Claims Service Examiner to join our team at Swift Transportation.The ideal candidate will possess exceptional customer service and insurance/claims expertise, with the ability to handle complex claims calls and issues.This role involves working closely with internal and external contacts to respond to...