Client Service Representative (Brokerage and Banking)
Fishers, IN
(Client Service & Support, Schwab Investor Services)

Charles Schwab’s purpose is to help everyone become financially fit.  Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all.  For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them.

At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience.  If you share our enthusiasm for helping others, building trusted relationships, possess high ethical standards, and have a desire to learn and grow, there’s a place for you at Schwab!

SUMMARY AND RESPONSIBILITIES:

Client Service Representative (CSR) positions are available within CS&S in two groups: brokerage teams and banking service teams.  As a CSR, you will pursue Charles Schwab’s mission and values through:

• Utilizing a passion for customer service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls.  CSRs on a brokerage team answer client calls regarding the servicing of Schwab brokerage and trading products.  CSRs on a banking service team answer client calls regarding Schwab banking products, including deposit accounts, checking features and debit cards.


• Assessing and resolving client issues at a moment’s notice, helping them navigate Schwab products and services. 


• Delivering unparalleled value and outstanding service to our clients in order to build and maintain client loyalty.

Representatives in both groups work in highly collaborative teams in an inclusive environment, and are paid a salary (rather than the pressure of commissions), receiving additional compensation for overtime hours.  In addition, our Client Services bonus program rewards client satisfaction, client retention, and profitable company growth.  We invest in our employees through several weeks of paid training every year and through an extensive benefits program.  Schwab employees also have the opportunity to take part in community service projects and other company events.

If you want to work with a financial services firm that values integrity, open communication, perseverance and a relentless focus on helping clients achieve their life goals, consider a career at Charles Schwab. 

QUALIFICATIONS:

Required qualifications are:

• Passion for service with strong client-focus and the desire to help people


• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics


• Excellent communication and interpersonal skills, especially the ability to listen and to explain complex subjects


• Strong technical skills, including knowledge of Windows, internet searching, database systems, and email

In addition, ideal candidates will have:

• Two years or more college study in finance, economics, business administration, or related area


• One year or more work experience, preferably in financial services, operations, client support, or call center


• Basic financial industry experience or knowledge