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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 meet 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.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and commitment to workplace flexibility make us an attractive employer for those seeking a career in financial services.

We offer a competitive benefits package, including:

  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid time off for vacation, volunteering, and sabbatical leave
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Requirements

To be successful in this role, you will need:

  • Validated strong verbal and written communication skills
  • Proven passion for helping, servicing, and educating others
  • Superior listening skills and analytical abilities
  • Strong analytical skills and attention to detail
  • Ability to adapt and implement changes as market and business conditions evolve
  • Active and valid Series 7 & 63 licenses (beneficial but not required)
What's Next

If you are a motivated and customer-focused individual seeking a career in financial services, we encourage you to apply for this exciting opportunity. We look forward to reviewing your application and discussing how you can contribute to our team's success.