Client Service Representative (Brokerage and Banking)

Phoenix, AZ

Schwab Investor Services

Schwab's purpose is to help everyone become financially fit. Over the
last thirty years, Schwab has grown from a brokerage house into one
of the nation's leading financial institutions.

Client Service & Support (CS&S) is the primary service and trading
arm for Schwab Investor Services. The vision for CS&S is delighting
clients by creating memorable service experiences and by always
viewing the relationship through client's eyes. CS&S builds loyalty
with clients and employees one interaction at a time by living the
�golden rule�.

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

Upon completion of your application to this position please note you
will receive a seperate email with a link. We will be able to
consider your application once you have successfully completed the
Gallup survey.