Finance Services Pro: Client Solutions & Licensing Path

Charles Schwab; Chandler (AZ); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Chandler, AZ invites you to join our service team. You will educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding complex issues to the best solutions.

You will attend the Schwab Service Academy, receive paid training, study time, and support to obtain the Securities Industry Essentials and FINRA licenses. We offer competitive pay and growth through in-person collaboration.

Qualifications

• Preferred qualifications include customer service experience.
• Experience in client relationship management is a plus.
• Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university.
• Ability to adapt to market and business changes.
• Eagerness to learn about finance.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with clients on inbound calls, take ownership, and tackle complex issues to offer the best solutions.
• Attend the Schwab Service Academy, with paid training, study time, and support to obtain required securities licenses.

Skills

Customer service

Client relationships

Communication skills

Flexible shifts

Education

Bachelor's degree in Finance/Economics or related

Job description

Charles Schwab in Chandler, AZ invites you to join our service team. You will educate clients about investment strategies, trading tools, market mechanics, and retirement choices while answering inbound calls and guiding complex issues to the best solutions.

You will attend the Schwab Service Academy, receive paid training, study time, and support to obtain the Securities Industry Essentials and FINRA licenses. We offer competitive pay and growth through in-person collaboration.