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Finance Professional

2 months ago

Lone Tree, Iowa, 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 Finance Professional. In this role, you will be responsible for providing exceptional service to our clients, educating them on investment strategies, and helping them achieve their financial goals.

Key Responsibilities
  • Provide top-notch customer service to clients via phone, email, and in-person interactions
  • Develop and maintain relationships with clients to understand their financial needs and goals
  • Offer personalized investment advice and guidance to clients
  • Stay up-to-date on market trends and industry developments to provide informed advice to clients
  • Collaborate with cross-functional teams to ensure seamless client experiences
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Requirements

To be successful in this role, you will need:

  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
  • Previous customer service experience
  • Previous client relationship experience
  • Bachelor's degree or higher in Finance, Economics, or related field from accredited university
  • Ability to adapt to changes in the market and business
  • Eagerness to learn about finance
  • Passion for service to clients
  • Robust communication, influencing, and client engagement skills
  • Desire to be part of a supportive and collaborative team
  • Proven success navigating multiple computer applications