Financial Services Support Specialist (Remote)

Charles Schwab Careers; Gretna (NE); Hybrid; USD 53.000 - 60.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Shift differential up to 20%

Training and licensing support

Zusammenfassung

Charles Schwab Careers is seeking a Financial Services Representative to handle inbound calls and deliver personalized client support. The role emphasizes clear, empathetic communication, proactive education, and building trust to help clients achieve their goals.

During Schwab Service Academy, you will receive paid training and earn SIE and FINRA Series 7 & 63 licenses. The package includes a base plus bonus, with potential for higher total compensation as licensing and performance-based pay

Qualifikationen

• Experience delivering exceptional customer service.
• Strong communication and empathy.
• Openness to learning and growth.

Aufgaben

• Answer inbound calls and provide personalized support.
• Guide clients toward their goals with proactive education.
• Build trust through clear, empathetic communication.
• Handle inquiries and resolve issues with thoughtful solutions.
• Collaborate with the service team to meet client needs.

Kenntnisse

Customer service

Communication

Empathy

Ausbildung

Bachelor's degree or higher

Jobbeschreibung

Charles Schwab Careers is seeking a Financial Services Representative to handle inbound calls and deliver personalized client support. The role emphasizes clear, empathetic communication, proactive education, and building trust to help clients achieve their goals.

During Schwab Service Academy, you will receive paid training and earn SIE and FINRA Series 7 & 63 licenses. The package includes a base plus bonus, with potential for higher total compensation as licensing and performance-based pay