Client Service Representative

6 days ago


Austin, Texas, United States Charles Schwab Full time

About the Role

We're seeking a motivated Client Service Representative to join our Participant Services team at Charles Schwab.

This role is an excellent opportunity for individuals interested in a career in finance, providing best-in-class service and guidance to clients on long-term investing options.

As a Client Service Representative, you'll have the chance to build knowledge and skills through ongoing training, becoming a subject matter authority on retirement products and services.

Key Responsibilities

  • Provide exceptional customer service via inbound phone calls, offering guidance and solutions to participants of employer-sponsored retirement plans.
  • Consult with clients to identify needs and offer tailored solutions that can change their futures.

Requirements

  • Flexibility to work Monday-Friday, any time between 7:00am to 9:00pm Central Time, based on contact center needs.
  • Strong written and verbal communication skills, vital to the consultative process when recommending solutions and educating clients.
  • 1 year experience using computer applications at work or school.

What We Offer

At Charles Schwab, we're committed to empowering employees' personal and professional success. Our purpose-driven, supportive culture and focus on development mean you'll get the tools to make a positive difference in the finance industry.

Compensation and Benefits

  • A competitive salary range of $45,000 - $65,000 per annum, depending on location and experience.
  • Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

Why Choose Us

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.



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