Sr Specialist, Service Associate
4 weeks ago
* Active and valid FINRA Series 7 license required * Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
* Minimum 2 year of experience in the financial services industry working directly with clients Preferred Qualifications: * Experience servicing high-net-worth clients
* General understanding of brokerage regulations and rules that govern client accounts
* Demonstrated experience handling client concerns and issues with tact and diplomacy
* Excellent written and oral communication skills, attention to detail
* Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
* Need to be able to build and maintain good cross departmental working relationships What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility (/hybrid-work) approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: * 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
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