Customer Service Consultant jobs at Fidelity Investments - 8167 jobs

Customer Service / 1st Party Collections Representative Amherst/Williamsville, NY Full-time | In-office Capital Management Services, LP (CMS) is a compliance-focused, well-respected call center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank - working exclusively with current customers who are 2-90 days behind on their credit card payments. There is no cold calling or old debt involved. We're expanding and looking for professional, tech-savvy, and customer service-oriented team members to join us. Ideal candidates will be comfortable making outbound calls, navigating technology tools efficiently, and offering account solutions with empathy and professionalism. Why Work With CMS? $17.00/hr starting pay Guaranteed increases in your first year (minimum $18/hr within 12 months) $150 bonus after 60 days No weekend shifts Schedule: Start Date: February 2, 2026 Training: 3 weeks | Monday - Friday | 9:00 AM - 5:00 PM On-the-Job Training: 3 weeks | Monday - Friday | 1:00 PM - 10:00 PM Regular Schedule (Post Training): Monday - Friday | 10:00 AM - 7:00 PM No weekends required Responsibilities: Call current customers to remind them of recently missed payments Assist customers in understanding options to resolve their past-due balances Utilize technology systems for account updates and documentation Handle both outbound and inbound calls professionally Promote a positive customer experience and represent the bank's offerings Qualifications: Excellent verbal communication and active listening skills Strong customer service experience (retail, hospitality, or call center) 1st party collections, financial services, or debt resolution experience preferred Comfortable using computer systems and entering data accurately Typing proficiency Bilingual/multilingual skills are a plus Must be able to work in-office in Amherst, NY (14221) Benefits: Health, Dental, and Vision insurance 401(k) with company match Paid Time Off (PTO) On-the-job training & career development Work-from-home opportunities Employee referral bonuses Advancement opportunities Ready to grow your career in a supportive, professional environment? Join CMS and help make a difference - one customer at a time. #ZR We conduct a 7 year background check and drug screen for all potential hires.

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience * High School Diploma or equivalent * Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Cornerstone Bank was formed in 2017, born of a long history of supporting the community, and providing a strong foundation to help people and businesses thrive. Serving Worcester County, Cornerstone Bank's local presence and community-based banking model enables a unique ability to deliver outstanding service, with a personal touch. Cornerstone provides the highest level of service and expertise for individuals, businesses, and community organizations with branch locations throughout Central Massachusetts. Cornerstone Bank is committed to providing a collaborative workplace where innovation, teamwork, accountability, and excellence are recognized and where employees are encouraged to broaden their skills, seek opportunities for professional development, serve their community, and provide outstanding customer service with each encounter. Being a part of the Cornerstone team has many great benefits and perks. This includes a competitive pay, a generous student-loan paydown program, comprehensive benefit package including, medical, dental, vision insurance and even pet insurance! We offer a 401(k) plan with an employer contribution and match, success-sharing bonuses, paid time off and more! If you are looking to join a team that is committed to your ongoing professional growth and development, we are looking forward to speaking to you! Position Overview Cornerstone Bank is committed to our customers, colleagues & communities that we serve. As a Customer Relations Specialist, you will perform a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Responsibilities and Accountabilities Provides efficient, effective and courteous customer service. Performs a variety of transactions to service the customer, including processing deposits, withdrawals, payments, night drop bags; check cashing, etc. In addition to cash handling responsibilities and teller functions, handles more complex inquiries; opens and closes accounts, performs account maintenance and handles customer inquiries . Maintains updated knowledge of Bank's products and services and builds trust with customers by identifying financial goals through established customer experience processes and proactively provides advice and guidance to customers to help them meet their financial goals. Follows up with customers as outlined in the customer experience process. Works within the established framework to achieve branch targets. Ensures the accuracy of activities. Balances transactions and cash at the end of the day and participates in the branch settlement. Ensures that transactions are processed and the proper documentation is completed incompliance with applicable laws and regulations, i.e., Reg CC and the Bank Secrecy Act, etc. Assist in operational and administrative activities of the branch including opening, closing, balancing ATM, mail deliveries and other general customer inquiries as needed and directed by the management team of the branch. Performs all duties in accordance with prescribed regulatory compliance guidelines and as directed by management. Requirements Qualifications Demonstrated customer service skills Must be comfortable performing basic math calculations Attention to detail; ability to multi-task Strong verbal and written communication skills; possesses professional communication ability including active listening Strong interpersonal skills and ability to deal with customers under circumstances requiring tact and diplomacy Excellent organizational skills High level of interpersonal skills to handle sensitive and confidential situations and documentation Must be available to work extended and/or weekend hours and attend training as needed Must be able to use various types of office equipment, including computer terminals Education/Training/Experience High School Diploma or equivalent Six months banking or retail cash handling/customer service experience, preferred INDEPENDENT ACTION Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job. Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Salary Description $21.50

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

Answer inbound calls/emails. Handle customer problems and questions using multiple computer programs. Create service tickets for issues. Following up with customers within specified timeframes with resolutions/updates via outbound calls/email Work on Customer Service, Agent, Service, Customer, Retail

CORTRUST BANK The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter. CorTrust Bank is seeking part-time Customer Service Representative in our Woodbury community! It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes paid time off, service awards, and community service opportunities. Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties. This position will be ideal for college or high school students, or anyone looking to work less than 20 hours per week. Key areas of responsibility: Customer service: Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies. Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries. Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible. Teller transactions & cash handling: Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, withdrawals, and more. Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels. Administrative & compliance: Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality. Process reports, run proof work, and complete general ledger maintenance and reconciliation. Other duties as assigned. Key competencies: The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations. CorTrust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

\#Customer Service The Service Rep 4 is an entry level position responsible for assisting with customer service inquiries and providing solutions based on client needs in coordination with the Customer Service function. The overall objective is to analyze the best course of action to resolve client issues. **Responsibilities:** + Assist with evaluating and resolving service inquiries from clients across different platforms + Effectively use various computer systems to complete assigned tasks and address account inquiries + Develop and maintain working knowledge of specific groups of Citi products and services + Analyze and identify potential risks and identify solutions that meet client needs + Complete assigned tasks in an accurate and efficient manner + Solve disputes and retain clients, while minimizing operating loss, through adherence to established rules and regulations + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 1-3 years' work experience in a related role + Proficient in Microsoft Office and Windows Operating Systems + Demonstrated experience solving customer service inquiries + Effective verbal and written communication skills + Ability to work in a fast pace environment + Excellent technical and data entry skills, including the utilization of a 10-key touchpad + Proven ability to navigate multiple systems and customer service platforms concurrently **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Service ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $57,340.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 17, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer, Customer Service, Representative, Retail, Marketing, Financial, Sales

Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer Service, Customer, Representative, Retail

Assist with evaluating and resolving service inquiries from clients across different platforms. Effectively use various computer systems to complete assigned tasks and address account inquiries. Develop and maintain working knowledge of specific grou Customer Service Specialist, Customer Service, Specialist, Retail, Banking, Skills

Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer Service, Customer, Representative, Retail

Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer Service, Customer, Representative, Retail

Pay: $16.50 per hour Job Type: Full-Time. Do you perform well under pressure and love interacting with customers over the phone? Join our team as a Customer Experience Representative and be a vital part of our commitment to delivering top-notch custo Customer Experience, Representative, Experience, Customer, Retail, Banking

Check Into Cash is currently seeking a motivated Customer Service Representative to join our team. We are seeking a customer-focused individual that will succeed in a fast paced work environment. You will be responsible for developing and maintaining Customer Service, Customer, Representative, Retail

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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