8 Client Services Representative Jobs in Castle Rock, CO
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ClickJobs.io is Hiring a Client Services Representative Near Castle Rock, CO
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,700 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
What You HaveIf you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- Previous customer service experience
- Previous client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
What’s In It For YouAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means 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
Job Summary
Full Time
$52k-68k (estimate)
05/22/2024
06/04/2024
The job skills required for Client Services Representative include Customer Service, Problem Solving, Client Relationship, Flexibility, Influencing, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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