Job Information
TEKsystems Customer Service Representative in Philadelphia, Pennsylvania
Description:
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, we 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.
Full time position ON-Site based out
of the Allentown, PA branch.
Full Time M - F 8:30 - 5:00pm
What you have 2+ years of
Client/Customer Service experience Preferred Qualifications: Previous
experience in Financial Services/Wealth Management and/or closely related
industry.
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
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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