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Client Financial Representative

2 months ago

Indianapolis, Indiana, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused Client Financial Representative to join our team at Charles Schwab. As a Client Financial Representative, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and support.

Key Responsibilities:

  • Provide personalized financial guidance and support to clients, helping them to understand their financial options and make informed decisions.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs.
  • Work closely with clients to understand their investment objectives, risk tolerance, and financial situation, and provide recommendations for investment products and services that meet their needs.
  • Stay up-to-date on industry trends, market conditions, and regulatory requirements, and apply that knowledge to provide expert advice to clients.
  • Collaborate with other teams and departments to ensure seamless delivery of services to clients.

Requirements:

  • Flexibility to work a variety of shifts, including evenings, weekends, and holidays, to accommodate client needs.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Basic knowledge of financial products and services, with a willingness to learn and develop expertise.
  • High school diploma or equivalent required; bachelor's degree in finance, economics, or related field preferred.

What We Offer:

  • A competitive salary and bonus structure, with opportunities for advancement and professional growth.
  • A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • Opportunities for professional development and training, including tuition reimbursement and certification programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.