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Financial Services Representative

2 months ago

Orlando, Florida, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our service team, you will play a critical role in helping clients achieve their financial goals.

Key Responsibilities
  • Provide exceptional customer service to clients via phone, email, and in-person interactions
  • Assist clients with investment strategies, trading tools, and market mechanics
  • Engage with clients to understand their financial needs and provide personalized solutions
  • Work collaboratively with colleagues to resolve complex client issues
  • Participate in ongoing training and development to enhance knowledge and skills
What We Offer
  • A competitive pay and bonus package, with opportunities for advancement and professional growth
  • A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and paid time off
  • A supportive and collaborative work environment, with opportunities for professional development and advancement
  • A chance to make a positive impact on clients' lives and contribute to the success of Charles Schwab
Requirements
  • Flexibility to work a variety of shifts, including evenings and weekends
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues
  • A passion for serving others and a commitment to delivering exceptional customer service
  • A willingness to learn and adapt to changing market conditions and business needs