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Financial Services Representative

2 months ago

Austin, Texas, 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 Financial Services Representative, you will be responsible for providing exceptional service to our clients, answering their financial questions, and helping them achieve their financial goals.

Key Responsibilities
  • Provide financial guidance and advice to clients over the phone
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Answer complex financial questions and provide solutions to clients' financial challenges
  • Work collaboratively with other teams to ensure seamless client service
  • Stay up-to-date on industry trends and regulatory changes to provide expert advice to clients
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
  • Opportunity to work with a leading financial services company
  • Collaborative and supportive work environment
  • Professional development opportunities to advance your career