Customer Service Representative

Company: Charles Schwab
Location: Richfield
Posted on: November 4, 2024

Job Description:

Your OpportunityAt Charles Schwab, we empower our employees to make a meaningful impact on their careers. Our collaborative, growth-focused environment provides a platform for innovative thought and creative problem-solving. As a Client Service Professional in our Participant Services team, you will play a crucial role in delivering best-in-class service to our clients, leveraging your exceptional communication skills and attention to detail to identify and address their needs. Through ongoing classroom and hands-on training, you will become a subject matter authority on retirement products and services, consulting with participants to provide guidance and solutions that can change their futures.What You Will HaveIf you're not a finance expert, that's okay. Our company values diversity and provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year. This position offers a unique opportunity to launch your career in financial services and make a positive difference in the lives of our clients.Required Qualifications

• Flexibility to work a variety of shifts, Monday-Friday, based on contact center needsPreferred Qualifications
  • Strong written and verbal communication skills, vital to the consultative process when recommending appropriate solutions
  • 1 year experience using computer applications at work or school
  • Superior listening skills when analyzing account information to better understand client needs
  • Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
  • Ability to adapt and implement changes as market and business conditions evolve
  • Receptive to mentoring and feedback for continuous improvement
  • Bilingual in Spanish is a plus
  • Active and valid Series 7 & 63 license is 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 interestsWhat's in it for youAt Charles Schwab, we're 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.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

Keywords: Charles Schwab, Detroit , Customer Service Representative, Sales , Richfield, Michigan