Financial Services Representative

1 week ago


Westlake, Ohio, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you will play a critical role in helping clients achieve their financial goals.

Key Responsibilities:

  • Provide exceptional client service and support to clients through inbound calls, emails, and other communication channels.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Offer personalized financial guidance and recommendations to clients, ensuring they have the best possible solutions for their financial situations.
  • Work collaboratively with other team members to resolve complex client issues and provide seamless service.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements:

  • 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

What We Offer:

  • Competitive pay and bonus package
  • Opportunities for career growth and professional development
  • A supportive and collaborative team environment
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement

About Charles Schwab:

At Charles Schwab, we are 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.



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