Financial Services Representative
1 week ago
We are seeking a highly skilled Financial Services Representative to join our team at Charles Schwab. As a key member of our Participant Group Specialist team, you will be responsible for providing exceptional client service and support to our clients, including plan participants, trustees, and advisors.
Key Responsibilities- Provide world-class client service via phone, email, and chat, while establishing and cultivating relationships with clients.
- Process service inquiries, equity, ETF, option, and mutual fund transactions, and adhere to all company policies and procedures.
- Contact participants, advisors, and trustees by phone or email to resolve back-office issues and process applicable cases through various workflows.
- Mitigate risk by following all trading policies and procedures and escalating appropriately to management.
- Participate in team meetings and huddles, and perform miscellaneous tasks as assigned by management.
- Active series 7 & 63/66 licenses are required (may be obtained under a condition of employment - within 6 months).
- Outstanding communication, listening, and analytical skills.
- Possess a sense of urgency and commitment to provide the highest level of service to Schwab clients.
- Ability to recognize client needs quickly and respond to those needs in a courteous and professional manner.
- Ability to accurately determine client needs and achieve problem resolution.
- Recognizes opportunities for improvement and recommends changes in current processes or procedures to enhance personal and organizational effectiveness and efficiency.
- Capable of maintaining a professional attitude and exhibiting emotional intelligence.
- Knowledge of the securities industry.
- Strong technical skills with the ability to quickly assimilate and understand the systems used throughout the company.
- Proficient typing skills and using Schwab Systems.
- Capable of handling an ever-changing environment.
- Adept at teamwork across multiple locations.
- Six months client service experience.
- Three to six months trading experience.
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. Our hybrid work and flexibility 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 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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