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Maintain security in a highly regulated environment.Troubleshoot connectivity issues, perform browser maintenance and be a problem solver.
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Identify trends in client issues and make decisions on how to escalate.Configure software and optimize client's computers to improve the customer experience using our products.We also support Open Financial Exchange technology downloads into third party software applications such as Quicken and TurboTax.
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Our extensive training program will provide our team members the ability to help fulfill our purpose of “helping everyone be financially fit” by troubleshooting advanced usage, connectivity and navigational issues with Schwab electronic offerings such as Streetsmart Pro, Streetsmart Edge,, Mobile Trading (iOS and Android platforms), and the automated phone service such as Schwab by Phone and TeleBroker. Our team members are key to ensuring our clients have an exceptional client experience. The Technical Support Services (TSS) Representative provides world class technical support as it relates to escalated technical inquiries from internal and external clients of Charles Schwab. Those innovations have lead to multiple technology offerings for our clients to better manage their finances and improve their online trading or banking experience. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.Ĭharles Schwab was recently recognized by Fortune Magazine as their #5 most innovative company in the world. CS&S provides service to our retail clients to fulfill our purpose of helping everyone become financially fit. Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services.