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Client Service Representative

2 months ago

Richfield, Ohio, United States Charles Schwab Full time
About the Role

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 be responsible for providing exceptional service to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide best-in-class service to clients through inbound phone calls, addressing their inquiries and concerns in a timely and professional manner.
  • Offer guidance and solutions to clients on long-term investing options, retirement products, and services.
  • Build strong relationships with clients, understanding their needs and providing personalized support to help them achieve their financial goals.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with company policies and procedures.
  • Participate in ongoing training and development programs to enhance knowledge and skills, staying current on industry developments and best practices.
Requirements
  • Validated strong verbal and written communication skills, with the ability to effectively communicate with clients and colleagues.
  • Proven passion for helping and servicing others, with a strong client-focus and desire to form relationships.
  • Superior listening skills and analytical abilities, with the ability to analyze account information and understand client needs.
  • Strong analytical skills and attention to detail, with the ability to adhere to policies, procedures, and guidelines.
  • Ability to adapt and implement changes as market and business conditions evolve.
  • Adopt mentoring and feedback for continuous improvement.
  • Bilingual in Spanish a plus.
  • Active and valid Series 7 & 63 licenses are beneficial but not required.
What We Offer

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

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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.