Customer Service Consultant in Finance
2 weeks ago
At Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge the status quo and transform the finance industry together.
Our service team is central to our commitment to helping clients take charge of their financial futures. In this dynamic role, you will educate clients on investment strategies, trading tools, market mechanics, and retirement options. You will engage with clients, advocate for their needs, and resolve complex issues to provide optimal solutions.
Additionally, you will take charge of your professional journey by participating in the Schwab Service Academy, which offers paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are enthusiastic about pursuing a career in finance, enjoy teamwork, and share our dedication to client service, this role is ideal for you.
What You HavePrevious experience in finance is not required; individuals from diverse backgrounds have thrived at Charles Schwab. Successful candidates will possess a growth mindset, a willingness to learn, and a passion for serving others. We strive to make a positive impact in people's lives through our innovative solutions and exceptional service.
Required Qualifications:- Flexibility to work any day, time, or shift to meet 24/7 contact center needs
- Prior customer service experience
- Experience in client relationship management
- Bachelor's degree or higher in Finance, Economics, or a related field from an accredited institution
- Ability to adapt to market and business changes
- Eagerness to learn about finance
- Commitment to client service
- Motivation to understand the securities industry, including equity, option, and mutual fund transactions
- Strong communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven ability to navigate multiple computer applications
At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our purpose-driven, supportive culture and focus on your development provide the tools necessary to make a meaningful difference in the finance industry.
We offer a comprehensive benefits package that supports your well-being today and in the future:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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