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Licensed Financial Services Representative
2 months ago
At Charles Schwab, we're seeking a talented Client Relationship Specialist to join our team. As a key member of our service team, you'll play a critical role in helping clients achieve their financial goals.
Key Responsibilities:
- Provide exceptional client service and support to clients via inbound calls, ensuring a positive and personalized experience.
- Take ownership of complex client issues, using your problem-solving skills to offer tailored solutions and exceed client expectations.
- Collaborate with colleagues to ensure seamless client interactions and maintain a high level of customer satisfaction.
- Stay up-to-date on industry trends and regulatory requirements, applying your knowledge to provide expert guidance to clients.
What We Offer:
- A competitive pay and bonus package, with starting compensation ranging from $46,000 to $61,000 depending on experience.
- An annual bonus opportunity of 10% of your base pay and other eligible earnings.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
- A supportive and collaborative work environment, with opportunities for professional growth and development.
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, preferably in a financial services setting.
- Strong communication, influencing, and client engagement skills.
- Ability to adapt to changes in the market and business.
Preferred Qualifications:
- 1+ years of client relationship experience.
- Bachelor's degree or higher in Finance, Economics, or related field from an accredited university.
- Proficient in Client Relationship Management (CRM) platforms.
- Previous experience in a Financial Representative role.
What's in it for You:
- A purpose-driven, supportive culture that empowers your personal and professional success.
- A focus on your development, with opportunities for growth and advancement.
- A comprehensive benefits package that takes care of your whole well-being.
