Financial Services Representative
2 days ago
We're seeking a talented Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you'll play a vital role in helping clients achieve their financial goals.
Key Responsibilities- Provide exceptional client service and financial guidance to clients via phone and other channels.
- Build and maintain strong relationships with clients, understanding their needs and preferences.
- Collaborate with colleagues to resolve complex client issues and provide innovative solutions.
- Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices.
At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and Hybrid Work and Flexibility approach make us an attractive employer. Our benefits package includes:
- 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
- Active FINRA Series 7 & 63 Licenses
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- 1+ years of customer service experience
- 1+ years of client relationship experience
- Bachelor's degree or higher in Finance, Economics, or related field from accredited university
- 1+ years of experience in Financial Representative role
- Robust communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proficient in Client Relationship Management (CRM) platforms
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