Helping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
Client Service Associate
Location
United States
Posted
12 days ago
Salary
$65K - $75K / year
Job Description
Job Requirements
- Bachelor’s degree and 3-5+ years as a Client Service Associate, OR high school diploma or equivalent (GED) and 10+ years as a Client Service Associate (in lieu of a degree)
- 1+ years working with Schwab Advisor Center (or comparable custodian)
- Experience maintaining client information in a CRM
- Very clear communicator (verbal and written)
- Very strong client orientation with exceptional attention to detail
- Well organized and respectful of client service standards (deadlines)
- Willing to learn and comfortable saying “I don’t know” or “I need help”
- Consistently demonstrate core values (Service, Curiosity, Transparency, Humility, & Tenacity)
Benefits
- 401-K Match (4%)
- Health, Dental, & Vision
- Long-Term Disability
- HSA
- Dependent Care FSA
- Professional development stipend
- Unlimited PTO
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