Charles Schwab is committed to helping clients own their financial futures through innovative solutions and world-class service. In this role, you will provide financial guidance, engage with clients, and tackle complex issues while building lasting relationships based on trust and respect.
Responsibilities
- Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal
- Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution
Skills
- Active FINRA Series 7 & 63 Licenses
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
- 1+ years of customer service experience
- 1+ years of client relationship experience
- Bachelor's degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proficient in Client Relationship Management (CRM) platforms
- Strong candidates will also have previous experience in Financial Representative role
Benefits
- 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
Company Overview
We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.