Financial Services Specialist: Client & Market Advisor

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation and sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Dedicated Electronic Communications Group (ECG) Specialist in Phoenix. You will be the first point of contact for private client services investors and new clients, delivering market insight and one-on-one assistance via phone, chat, or email.

This role emphasizes high-quality client service, learning about fundamental and technical trading, and ongoing training under guidance of experienced teams.

Qualifications

• Series 7 and 63 or 66 licenses.
• Experience in Financial Services and/or Brokerage Services required.

Responsibilities

• Serve as the first point of contact via phone, live chat or email.
• Provide market insight and trading guidance to clients.
• Support both new and existing clients with financial services needs.
• Participate in ongoing training to expand knowledge of products and compliance.

Skills

Client service

Communication

Financial knowledge

Team collaboration

Tools

Series 7/63/66 licenses

Job description

The Charles Schwab Corporation is seeking a Dedicated Electronic Communications Group (ECG) Specialist in Phoenix. You will be the first point of contact for private client services investors and new clients, delivering market insight and one-on-one assistance via phone, chat, or email.

This role emphasizes high-quality client service, learning about fundamental and technical trading, and ongoing training under guidance of experienced teams.