Financial Services Specialist
7 days ago
Explore a career opportunity at Charles Schwab as a Financial Services Specialist, where you will play a critical role in delivering exceptional client experiences.
About the RoleThis position involves working closely with clients to understand their needs and provide tailored solutions. As a Financial Services Specialist, you will have the opportunity to develop your skills in customer service, financial analysis, and relationship building.
Your key responsibilities will include:
- Building strong relationships with clients through effective communication and active listening
- Providing expert advice on investment products and services to meet client goals and objectives
- Working collaboratively with colleagues to ensure seamless delivery of client services
To be successful in this role, you will require:
- 1+ years of experience in client-facing roles, preferably in the financial services industry
- Excellent communication and interpersonal skills
- A basic understanding of brokerage regulations and rules that govern client accounts
We offer a competitive benefits package that includes:
- 401(k) plan with company match and Employee Stock Purchase Plan (ESPP)
- Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Estimated Salary: $55,000 - $65,000 per year
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