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Licensed Financial Services Representative

2 months ago

MagstattleBas, Grand Est, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Licensed Financial Services Representative, you'll play a critical role in helping clients achieve their financial goals.

Key Responsibilities
  • Provide financial guidance and support to clients through inbound calls, taking ownership of complex issues and offering tailored solutions.
  • Form lasting relationships built on trust, respect, and a shared understanding of clients' financial objectives.
  • Engage with clients to understand their needs, preferences, and goals, and advocate on their behalf to deliver exceptional service.
  • Collaborate with colleagues to share knowledge, best practices, and innovative solutions, driving continuous improvement and excellence in client service.
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 an accredited university
  • Ability to adapt to changes in the market and business
  • Robust communication, influencing, and client engagement skills
  • Desire to be part of a supportive and collaborative team
  • Proficient in Client Relationship Management (CRM) platforms
  • Strong candidates will also have previous experience in Financial Representative roles
What We Offer
  • A competitive pay and bonus package, with starting compensation ranging from $49,300 - $69,100 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
  • A comprehensive benefits package, including 401(k) with company match, Employee Stock Purchase Plan, paid time off, and family building benefits.
  • Tuition reimbursement and opportunities for professional development and growth.
  • A supportive, inclusive culture that values diversity, equity, and inclusion.