Client Service Representative

7 days ago


Middleton, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused Client Relationship Specialist to join our team at Charles Schwab. As a key member of our branch network, you will play a critical role in delivering an unparalleled client experience.

Key Responsibilities
  • Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
  • Work closely with the Client Relationship Manager and Branch Manager to ensure seamless delivery of client services.
  • Assist in the development and implementation of strategies to enhance client satisfaction and loyalty.
  • Collaborate with cross-functional teams to resolve client issues and improve overall client experience.
  • Stay up-to-date on industry developments and regulatory requirements to ensure compliance and provide expert advice to clients.
Requirements
  • 1+ years of experience in client-facing roles, preferably in financial services or a related industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work independently and as part of a team, with a focus on delivering results and meeting deadlines.
  • Basic understanding of brokerage regulations and rules that govern client accounts.
  • Ability to maintain confidentiality and handle sensitive client information.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:

  • 401(k) with company match and Employee Stock Purchase Plan.
  • 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.
About Charles Schwab

Charles Schwab is a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. We are committed to innovation, customer satisfaction, and employee development.



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