Client Service Professional

Charles Schwab

(Phoenix, Arizona)
Full Time
Job Posting Details
About Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.
Responsibilities
Your career will begin as a Client Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will: * Complete a mix of instructor led classroom training and on-the-job learning (OJL) to better understand the fascinating world of financial services and the unique position Schwab has in the industry * Perform in a fast-paced, inbound service center environment while delivering outstanding service to our clients, providing a “one call resolution” * Practice active listening and open ended dialogue to gain a thorough understanding of the client’s financial needs * Be a collaborative member on a small team of 10 – 15 professionals dedicated to resolving a variety of complex client inquiries including, but not limited to, navigating our products and services, deposit accounts, online bill pay, Moneylink, mobile banking and debit cards. * Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals * Demonstrate passion, energy, empathy and problem solving skills while delivering unparalleled value and outstanding service to our clients via inbound calls, taking approximately 50 – 70 inbound calls per day
Ideal Candidate
* Successful completion of our Client Focus Assessment which measures potential talent and role fit * Ability to establish rapport with clients over the phone to create long term relationships with Schwab * Desire to work in a collaborative, team based culture * Ability to provide a high level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines * A minimum of 1 year work experience which may include unpaid work, volunteer experience, internships or other roles * Bachelor’s Degree OR Equivalent work experience required

Questions

Answered by on
This question has not been answered
Answered by on

There are no answered questions, sign up or login to ask a question

Want to see jobs that are matched to you?

DreamHire recommends you jobs that fit your
skills, experiences, career goals, and more.