Financial Services Representative
Charles Schwab is a leading financial services company committed to helping clients own their financial futures. In this role, you will educate clients on investment strategies and serve as an advocate while managing inbound calls and complex issues. You will also participate in the Schwab Service Academy to obtain necessary licenses for your career in finance.
Responsibilities
- Educate clients about investment strategies, trading tools, market mechanics, and retirement choices
- Engage with clients and advocate for them when answering inbound calls
- Take ownership and tackle complex issues to offer the best possible solution
- Attend the Schwab Service Academy (SSA) for paid training and support to obtain required licenses
Skills
- Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability
- Previous customer service experience
- Previous 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
- Eagerness to learn about finance
- Passion for service to clients
- Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Shown success navigating multiple computer applications
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