Client-Focused Financial Services Associate

Charles Schwab Careers; Omaha (NE); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Services Representative to handle inbound calls, provide personalized guidance, and educate clients on their financial options. You'll train to earn SIE and FINRA licenses, and contribute to high-quality service and client satisfaction.

The role offers structured training, opportunities for licensing, and shifts that may include evenings and weekends with corresponding compensation. On-site during training with potential remote options after.

Qualifications

• A passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Working as part of a supportive team and adapting to change.
• Ability to work 8:00am - 4:30pm Monday through Friday during Schwab's training program, on-site.

Responsibilities

• Answer inbound calls and deliver personalized support to clients.
• Guide clients toward their goals with proactive education and thoughtful solutions.
• Participate in training to earn SIE and FINRA Series 7 & 63 licenses.
• Contribute to a positive customer experience during every interaction.

Skills

Customer focus

Clear communication

Growth mindset

Team collaboration

Problem solving

Education

Bachelor's degree or higher

Job description

Charles Schwab is seeking a Financial Services Representative to handle inbound calls, provide personalized guidance, and educate clients on their financial options. You'll train to earn SIE and FINRA licenses, and contribute to high-quality service and client satisfaction.

The role offers structured training, opportunities for licensing, and shifts that may include evenings and weekends with corresponding compensation. On-site during training with potential remote options after.