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Certified Client Service Specialist

2 months ago

Phoenix, Arizona, United States Charles Schwab Full time

Position Type:

Regular

Your Opportunity: As a Licensed Client Service Specialist within our Participant Services division, you will have the chance to leverage your expertise in a firm that prioritizes your growth in a collaborative and development-oriented environment.

In this capacity, your contributions will significantly influence the lives of clients; our aim is to provide exceptional service and to foster trust and loyalty among our participants by engaging in meaningful conversations.

Your daily responsibilities will involve handling inbound calls from participants of employer-sponsored retirement plans, offering guidance and solutions, as well as exploring long-term investment options.

As you enhance your knowledge and skills through ongoing training, both in the classroom and through practical experience, you will become a subject matter expert on retirement products and services, advising participants on their needs and proposing solutions that can positively impact their futures.

If you seek to broaden your expertise in a role where your contributions are crucial and appreciated, this position may be the right fit for you.

Compensation: In addition to the salary range, this role is also eligible for bonus or incentive opportunities.



What You Have: Even if you are not yet a finance expert, that is perfectly acceptable. Individuals from diverse backgrounds have found great success at Charles Schwab. This position offers a blend of instructor-led training, mentorship, and on-the-job learning during your initial year.

Required Qualifications:

  • Series 7, 63 (or equivalent), required with registration in all 50 states
  • Flexibility to work Monday-Friday anytime between 6:30 AM - 7:00 PM Local Time based on contact center needs

Preferred Qualifications:

  • Strong candidates will possess excellent written and verbal communication skills, essential for the consultative process when recommending suitable solutions while educating our participants.
  • Exceptional listening skills to analyze account information and better understand client needs.
  • Minimum of 1 year experience using computer applications in a professional or academic setting.
  • Focused analytical skills and attention to detail to comply with policies, procedures, and guidelines.
  • Ability to adapt and implement changes as market and business conditions evolve.
  • Open to mentoring and feedback for continuous improvement.
  • Bilingual in Spanish is a plus.

What's in it for You: At Schwab, we are dedicated to empowering our employees' personal and professional success.

Our purpose-driven, supportive culture, and focus on your development ensure you will receive the tools necessary to make a positive impact in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of in-person collaboration.

We offer a competitive benefits package that addresses the whole you - both now and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 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