Client Service Associate

client relationships by ensuring all service levels are met every day. They will be one of the clients primary contact and will act as their advocate internally across multiple business lines and levels of management.

Key functions of the CSA include but are not limited to:

• Answer general client services hotline calls, respond to emails.

• Responsible for sending internal reports to clients

• Assist with the Account Closing process and following up after plans have left

• Research and respond to client issues and inquiries related to password resets, SRC access, and various other areas of product knowledge and support

• Meet or exceed established service level standards.

• Manage multiple tasks effectively by balancing high productivity with excellent service quality

• Escalate client issues to appropriate internal resources

• Responsible for presenting a professional image of Schwab in all communications.

• Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues

• Assist phone line coverage for 877-319-2782 number

• Assist with other projects as assigned

• Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives

• Provide back-up support to other CSM clients, when needed.

• Continue to provide support for the Dedicated Client Service Team by working cases, especially those that are complex.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications

• 1-2 years of retirement business experience

• Experience handling inbound phone calls and speaking with clients

• Excellent client service and problem resolution skills.

• Working experience with Schwab systms and processes

• Client focus- Consider clients in all we do.

• Excellent communication (verbal and written) skills with ability to organize and prioritize

• A curious/entrepreneurial spirit with the ability to develop a full understanding of our business

• Great attitude, team orientation, intelligence and professionalism

• Ability to work well in a collaborative, team environment

• Comfortable with a fluid/changing environment

• Capability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box" options

• Ability to utilize several different applications simultaneously, including Microsoft Office, internet, database systems, and email

• Basic knowledge of Excel, Word and SalesForce.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What's in it for you

At 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