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Client Service Representative

2 months ago

Richfield, Ohio, United States Charles Schwab Full time
{"title": "Client Service Professional", "description": "Empowering Your Career

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

We're seeking a Client Service Professional to join our Participant Services team, where you'll have the opportunity to make a direct impact on the lives of clients. As a key member of our team, you'll provide guidance and solutions to clients through inbound phone calls, helping them navigate their retirement plans and long-term investing options.

As you build your knowledge and skills with ongoing classroom and hands-on training, you'll become a subject matter authority on retirement products and services. You'll consult with clients to identify their needs and offer solutions that can change their futures.

We're looking for someone with a passion for helping others, strong communication skills, and a desire to form relationships with clients. If you're looking to launch your career in financial services in a role where your growth and work are critical and valued, this may be the opportunity for you.

What You'll Get
  • Competitive salary and bonus opportunities
  • A comprehensive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and more
  • Ongoing training and development opportunities to help you grow in your career
  • A supportive and collaborative work environment

We're an affirmative action employer, committed to employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call.", "requirements": ["Validated strong verbal and written communication skills", "Proven passion for helping, servicing and educating others; strong client-focus and the desire to form relationships during each interaction", "Superior listening skills and analyzing account information to better understand client needs", "Strong analytical skills and attention to detail in order 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", "If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests"]}