Client-Focused Financial Services Representative

Charles Schwab

Kyle (TX)

On-site

USD 53,000 - 60,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking candidates for a service-focused role where you will educate clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA).

The program includes paid training and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. Starting compensation begins at $52,800 during training, with a 10% annual bonus potential and earnings growth

Qualifications

Previous customer service experience.
Previous client relationship experience.
Bachelor’s degree or higher in Finance, Economics, or related field.
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.

Responsibilities

Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
Answer inbound calls, take ownership, and tackle complex issues to offer the best possible solution.
Attend the Schwab Service Academy (SSA) for training and licensing.
Support clients and advocate for them in a service-driven environment.