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Client Service Representative

1 month ago

Naples, Florida, United States Charles Schwab Full time
Job Opportunity at Charles Schwab

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.

Key Responsibilities:
  • Play a critical role in the operational success of our local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager.
  • Assist in delivering an unparalleled client experience.
  • Develop and grow in a role that offers a clear growth path and endless opportunities to challenge yourself and deepen your expertise.
  • Support clients with tact and diplomacy, handling their needs with professionalism and care.
  • Build and maintain good cross-enterprise working relationships.
Requirements:
  • 1+ year of Client/Customer Service experience.
  • Previous experience in Financial Services/Wealth Management and/or closely related industry.
  • Ability to handle multiple tasks and responsibilities simultaneously.
  • Basic understanding of brokerage regulations and rules that govern client accounts.
What's in it for you:

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.