Client Financial Representative

4 weeks ago


Indianapolis, Indiana, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused Client Financial Representative to join our team at Charles Schwab. As a Client Financial Representative, you will play a critical role in educating clients about investment strategies, trading tools, and market mechanics. You will engage with clients, answer inbound calls, and provide solutions to complex issues.

Key Responsibilities
  • Provide exceptional client service and support
  • Develop and maintain strong relationships with clients
  • Stay up-to-date on market trends and financial products
  • Collaborate with colleagues to achieve team goals
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including a 401(k) with company match, paid time off, and tuition reimbursement. 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.

Requirements
  • Ability to work full-time on-site during Schwab's training program
  • Ability to work various shifts to serve our clients 24/7
  • Previous customer service experience preferred
What's Next

If you are a motivated and customer-focused individual who is passionate about serving others, we encourage you to apply for this exciting opportunity. We look forward to hearing from you



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