Financial Services Advisor: Client Solutions

Austincc; Lone Tree, Northern (CO, KY); Hybrid; USD 57,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Parental leave

Job summary

Schwab’s service team is at the heart of helping clients own their financial futures. In this role, you’ll educate clients on investment strategies, trading tools, and retirement choices, while answering inbound calls and guiding complex issues to solutions.

You’ll participate in the Schwab Service Academy, gaining paid training and study time to obtain securities licenses, with potential for remote work on select shifts after training.

Qualifications

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher from an accredited university.
• Ability to adapt to changes in the market and business.
• Passion for providing service to clients.
• Motivation to learn about securities including equity, option, and mutual funds.
• Robust communication to include influencing and client engagement skills.
• Desire to be part of a supportive and collaborative team.
• Demonstrated 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 solutions.
• Be an advocate for clients and participate in Schwab Service Academy training.
• Support a hybrid work model with on-site training and future remote options where applicable.

Skills

Customer service

Client relationships

Communication skills

Team player

Adaptability

Problem solving

Education

Bachelor’s degree or higher

Tools

Microsoft Office

CRM systems

Job description

Schwab’s service team is at the heart of helping clients own their financial futures. In this role, you’ll educate clients on investment strategies, trading tools, and retirement choices, while answering inbound calls and guiding complex issues to solutions.

You’ll participate in the Schwab Service Academy, gaining paid training and study time to obtain securities licenses, with potential for remote work on select shifts after training.