Client-Focused Financial Services Associate (Training)

Charles Schwab; Plattsmouth (NE); Hybrid; USD 50,000 - 58,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Job summary

Charles Schwab is seeking candidates to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership, and tackle complex issues to offer the best solutions.

You will participate in the Schwab Service Academy for paid training and licensing support. Successful candidates will have a growth mindset and passion for client service, with a willingness to learn and adapt to a dynamic financial

Qualifications

• 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.
• Robust communication, influencing and client engagement skills.
• Desire to be part of a supportive and collaborative team.
• Shown success navigating multiple computer applications.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with and advocate for clients when answering inbound calls, taking ownership, and tackling complex issues.
• Attend Schwab Service Academy for paid training and licensing support.

Skills

Growth mindset

Willingness to learn

Passion for service

Strong communication

Team collaboration

Client engagement

Ability to adapt

Customer service

Education

Bachelor's degree or higher in Finance, Economics, or related field from accredited university

Job description

Charles Schwab is seeking candidates to educate clients on investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients on inbound calls, take ownership, and tackle complex issues to offer the best solutions.

You will participate in the Schwab Service Academy for paid training and licensing support. Successful candidates will have a growth mindset and passion for client service, with a willingness to learn and adapt to a dynamic financial