Customer Service Representative

1 month ago


Phoenix, Arizona, United States Charles Schwab Full time
Unlock Your Potential as a Customer Service Representative

We are seeking a highly motivated and customer-focused individual to join our Participant Services team. In this role, you will have the opportunity to develop your skills and knowledge in financial services while making a direct impact on the lives of our clients.

Your Key Responsibilities:

  • Provide guidance and solutions to participants of employer-sponsored retirement plans through inbound phone calls, helping them navigate complex financial decisions.
  • Consult with participants to identify their needs and offer tailored long-term investing options, utilizing your analytical skills and attention to detail.
  • Become a subject matter authority on retirement products and services through ongoing classroom and hands-on training, staying up-to-date with industry developments.

What We Offer:

  • A competitive salary of $50,000 per year, reflecting your value as a skilled professional.
  • Bonus or incentive opportunities, recognizing your contributions to the team's success.
  • A hybrid work arrangement post-training, allowing you to balance work and personal life.
  • Opportunities for career growth and development, empowering you to reach new heights.

Requirements and Qualifications:

  • Flexibility to work Monday-Friday between 6:30 AM and 8:00 PM AZ Time, adapting to contact center needs.
  • Strong written and verbal communication skills, enabling effective client interactions.
  • 1 year experience using computer applications at work or school, demonstrating technical proficiency.
  • Superior listening skills, ensuring client satisfaction.
  • Focused analytical skills and attention to detail, driving informed decision-making.

Preferred Qualifications:

  • Bilingual in Spanish, expanding your service capabilities.
  • Active and valid Series 7 & 63 license, further enhancing your expertise.

Our Comprehensive Benefits Package:

  • 401(k) with company match and Employee stock purchase plan, supporting your financial well-being.
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service, promoting work-life balance.
  • Paid parental leave and family building benefits, acknowledging the importance of family.
  • Tuition reimbursement, encouraging ongoing education and professional development.
  • Health, dental, and vision insurance, protecting your physical and mental health.


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