Financial Services Pro: Client Guidance & Growth

Charles Schwab; Chandler (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation

Job summary

Charles Schwab in Chandler, AZ seeks a Regular, full-time professional to deliver financial guidance via inbound calls and build lasting client relationships. You will own client issues, demonstrate a growth mindset, and thrive in a collaborative, in-person environment with a strong service culture.

Required FINRA Series 7 & 63 licenses, 1+ years of customer service, and a finance/economics bachelor’s degree.

Qualifications

• Active FINRA Series 7 & 63 licenses.
• 1+ years of customer service experience.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Answer inbound calls and provide financial guidance.
• Own client issues and deliver best possible solutions.
• Engage with clients and build relationships based on trust and respect.
• Collaborate with a team in a supportive culture.

Skills

Customer service

Client relationship

Education

Bachelor's degree in Finance/Economics or related field

Tools

CRM platforms

Job description

Charles Schwab in Chandler, AZ seeks a Regular, full-time professional to deliver financial guidance via inbound calls and build lasting client relationships. You will own client issues, demonstrate a growth mindset, and thrive in a collaborative, in-person environment with a strong service culture.

Required FINRA Series 7 & 63 licenses, 1+ years of customer service, and a finance/economics bachelor’s degree.