Client-Focused Financial Services Rep — Learn, License, Grow

Charles Schwab; Glendale (CA); Sur place; USD 42 000 - 68 000; Plein temps

Avantages offerts par ce poste

401(k) match

Employee stock purchase plan

Vacation/volunteering time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Résumé du poste

Charles Schwab in the United States invites applicants for a Financial Services Representative role. You will learn to educate clients on investment strategies, trading tools, market mechanics, and retirement choices, while answering inbound calls and owning complex issues to provide top solutions.

You will also participate in the Schwab Service Academy for paid training and licensing support to obtain securities licenses.

Qualifications

• Flexibility to work any day, time, or shift to support 24/7 contact center needs.
• Bachelor's degree in Finance, Economics, or related field from accredited university is preferred.
• Willingness to learn about finance and the securities industry.

Responsabilités

• Educate clients about investment strategies, trading tools, market mechanics, and retirement options.
• Answer inbound calls, take ownership of issues, and provide the best possible solutions.
• Participate in Schwab Service Academy for paid training and licensing support.

Connaissances

Customer service

Client relationship management

Communication skills

Team collaboration

Adaptability

Formation

Bachelor's degree in Finance/Economics

Outils

CRM software

Description du poste

Charles Schwab in the United States invites applicants for a Financial Services Representative role. You will learn to educate clients on investment strategies, trading tools, market mechanics, and retirement choices, while answering inbound calls and owning complex issues to provide top solutions.

You will also participate in the Schwab Service Academy for paid training and licensing support to obtain securities licenses.