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Finance Professional

2 months ago

Austin, Texas, United States Charles Schwab Full time
About the Role

At Charles 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.

Key Responsibilities
  • Provide exceptional customer service to clients via inbound calls, ensuring a positive experience and resolving complex issues.
  • Learn and educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
  • Engage with clients, advocate for their needs, and take ownership of their issues.
  • Participate in the Schwab Service Academy, a paid training program that provides the necessary skills and knowledge to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses.
What We Offer
  • A competitive pay and bonus package, with starting compensation of $51,400 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
  • The potential to increase total compensation to $58,740 ($53,400 base, plus 10% bonus opportunity depending on individual/corporate performance) within the first year upon obtaining the required licensing and achieving performance-based pay increases.
  • A comprehensive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, paid parental leave, family building benefits, and tuition reimbursement.
Requirements
  • A growth mindset, willingness to learn, and passion for serving others.
  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs.
  • Previous customer service experience, client relationship experience, or a degree in Finance, Economics, or a related field from an accredited university.
  • Ability to adapt to changes in the market and business, eagerness to learn about finance, and robust communication, influencing, and client engagement skills.