Charles Schwab is committed to helping clients own their financial futures. In this role, you'll provide financial guidance to clients, build lasting relationships, and tackle complex issues while working in a supportive team environment.
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
- Take ownership, and tackle complex issues to offer the best possible solution
Skills
- Active FINRA Series 7 & 63 Licenses
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- 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
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