Start/End Dates: 7/14/2025 - 7/13/2026
Resource Location: ELPASO - EL PASO TX OPERATIONS CENTER
Job Title: Office/Administration - Customer Service Representative - Junior
Job Description: Hybrid - Mondays, Wednesdays, Thursdays on site.
Our Opportunity: Retirement Business Services (Bank), a division within Schwab Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. Bank is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships. What you'll do: The Client Services Administrator (CSA) is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis. 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 established service level standards. Manage multiple tasks effectively by balancing high productivity with excellent service quality 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 Client Service Managers with projects as assigned
Position can be remote but will need to be in Phoenix, Austin or El Paso. CW can work in one of those offices if they prefer being on-site. Hours o Austin: hours could be between 7:30am – 4 pm CST o El Paso: hours could be between 7:30am – 4pm MST o Phoenix: hours could be between 7:00am – 4pm PST and could change due to Daylight savings What you have: Excellent client service and problem resolution skills. 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.
Work Locations - Austin, TX and Phoenix, AZ - Peak Location
