Client Support & Advisory Services Specialist

Charles Schwab Corporation; Westlake (TX); Vor Ort; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation seeks a Client Support Associate to be the first point of contact for clients of independent financial advisors, delivering clear, caring guidance in a fast-paced inbound phone center. On-the-job training covers online account setup, money movement, forms submission, and other service needs.

You will gain product knowledge to assess client materials and offer accurate solutions. This on-site role emphasizes collaboration, adaptability, and a client-first mindset to

Qualifikationen

• Minimum 1 year of customer service or building professional relationships.
• Bachelor’s degree or equivalent skills.
• Active listening and thoughtful responses to resolve issues.
• Ability to receive feedback and grow with new challenges.
• Proven track record of following through on tasks and deadlines.

Aufgaben

• Be the first point of contact for clients of independent financial advisors.
• Engage in fast-paced inbound phone center conversations with clarity and care.
• Assist with online account setup, process money movement, and forms submission.
• Gain product knowledge to assess client materials and provide precise solutions.

Kenntnisse

Customer service

Relationship building

Active listening

Communication

Feedback handling

Ausbildung

Bachelor's degree or equivalent skills

Jobbeschreibung

Charles Schwab Corporation seeks a Client Support Associate to be the first point of contact for clients of independent financial advisors, delivering clear, caring guidance in a fast-paced inbound phone center. On-the-job training covers online account setup, money movement, forms submission, and other service needs.

You will gain product knowledge to assess client materials and offer accurate solutions. This on-site role emphasizes collaboration, adaptability, and a client-first mindset to