Financial Services Representative
2 days ago
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.
We're seeking a talented Financial Services Representative to join our team. As a key member of our service team, you'll provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
Key Responsibilities:
- Engage with clients and provide financial guidance
- Form lasting relationships with clients
- Take ownership of complex issues and offer solutions
- Work collaboratively with a diverse team
What We Offer:
- Competitive pay and bonus package
- 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
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
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