Current jobs related to Financial Services Representative - Phoenix, Arizona - Charles Schwab

  • Financial Services Representative

    2 weeks ago

    Phoenix, Arizona, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be sought after by individuals and organizations seeking guidance on financial products and services.Key Responsibilities:Develop and maintain a client base through consultative...

  • Financial Representative

    2 weeks ago

    Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time

    Job Title: Financial RepresentativeAre you a motivated and client-focused individual looking for a challenging role in the financial services industry? Do you have excellent communication and problem-solving skills? We are seeking a Financial Representative to join our Investor Solutions Team at LPL Financial Holdings, Inc.Job Summary:The Financial...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service, ensuring customers receive personalized...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States OneMain Financial Full time

    Empower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals.Key Responsibilities:Deliver exceptional customer service and build strong relationships with...

  • Financial Services Representative

    1 week ago

    Phoenix, Arizona, United States S3 Shared Services Full time

    Job OverviewWe are seeking a highly skilled Member Service Representative to join our team at S3 Shared Services. As a key member of our operations team, you will be responsible for providing exceptional customer service to our members, responding to their inquiries, and resolving any issues in a timely and professional manner.Key Responsibilities:Respond to...

  • Financial Services Representative

    2 months ago

    Phoenix, Arizona, United States The Bank of America Corporation Full time

    About UsThe Bank of America Corporation is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide innovative financial solutions, exceptional customer service, and a commitment to responsible growth.Job SummaryWe are seeking a highly motivated and customer-focused Client...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States Global Financial Impact - Marco Esquivel Full time

    Financial Professional OpportunityA financial professional who helps clients and businesses achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions, possessing a thorough understanding of financial products and services such as insurance and retirement planning.Key...

  • Motor Vehicle Customer Service Representative

    1 month ago

    Phoenix, Arizona, United States Pls Financial Services, Inc. Full time

    Job Title: Motor Vehicle Customer Service RepresentativeAt PLS Financial Services, Inc., we are seeking a highly skilled and customer-focused Motor Vehicle Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional customer service, promoting our products and services,...

  • Financial Services Representative

    1 month ago

    Phoenix, Arizona, United States The Bank of America Corporation Full time

    About the RoleWe are seeking a highly skilled Fraud Client Services Representative to join our team at The Bank of America Corporation.Key ResponsibilitiesProvide exceptional client service and support in a fast-paced environmentIdentify and prevent fraudulent activities, ensuring the security of our clients' financial informationCollaborate with...

  • Motor Vehicle Customer Service Representative

    3 weeks ago

    Phoenix, Arizona, United States Pls Financial Services, Inc. Full time

    Job Title: Motor Vehicle Customer Service RepresentativeAt PLS Financial Services, Inc., we are seeking a highly skilled and customer-focused Motor Vehicle Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for delivering exceptional customer service, promoting our products and services,...

  • Customer Service Representative

    2 weeks ago

    Phoenix, Arizona, United States Community Choice Financial Family of Brands Full time

    Customer Service Representative Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Community Choice Financial Family of Brands. As a Customer Service Representative, you will play a pivotal role in providing exceptional customer experiences and ensuring seamless transactions in our fast-paced environment.Key...

  • Customer Service Representative

    1 week ago

    Phoenix, Arizona, United States Pls Financial Services, Inc. Full time

    Job Summary:We are seeking a highly skilled and customer-focused Motor Vehicle Customer Service Representative to join our team at Pls Financial Services, Inc.Key Responsibilities:Provide exceptional customer service to ensure repeat business and drive sales growthPromote our products and services to current and potential customersEnsure all transactions are...

  • Motor Vehicle Customer Service Representative

    4 weeks ago

    Phoenix, Arizona, United States Pls Financial Services, Inc. Full time

    Job Title: Motor Vehicle Customer Service RepresentativeJob Summary:We are seeking a highly motivated and customer-focused Motor Vehicle Customer Service Representative to join our team at PLS Financial Services, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, promoting our...

  • Financial Services Representative

    3 weeks ago

    Phoenix, Arizona, United States The Bank of America Corporation Full time

    Client Service RepresentativeAt The Bank of America Corporation, we strive to make financial lives better through the power of every connection. Our team is guided by a common purpose to deliver exceptional client service, prevent fraud, and promote responsible growth. As a Client Service Representative, you will be part of a dynamic team that values...

  • Financial Services Professional

    4 weeks ago

    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized...

  • Financial Services Professional

    1 month ago

    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor Job OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

  • Financial Services Professional

    2 weeks ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.Key ResponsibilitiesMeet with...

  • Client Services Representative

    2 weeks ago

    Phoenix, Arizona, United States Broadridge Financial Solutions , Inc. Full time

    Job Title: Client Services RepresentativeBroadridge Financial Solutions, Inc. is seeking a highly skilled Client Services Representative to join our dynamic team. As a key member of our Client Services team, you will be responsible for providing exceptional customer support and education to our clients.Key Responsibilities:Provide timely and effective...

  • Financial Services Professional

    2 weeks ago

    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

  • Financial Services Leader

    4 weeks ago

    Phoenix, Arizona, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Leader to join our team at OneMain Financial. As an Assistant Manager, you will play a key role in creating a work environment that fosters exceptional customer experiences.Key ResponsibilitiesDeliver results related to individual and branch sales and collections goals, as...

Financial Services Representative

2 months ago

Phoenix, Arizona, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Charles Schwab. As a key member of our service team, you will be responsible for providing exceptional financial guidance and support to our clients.

Key Responsibilities
  • Provide financial guidance and advice to clients through inbound calls, emails, and other communication channels.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Identify and address client needs, providing solutions and recommendations to meet their financial goals.
  • Work collaboratively with internal teams to ensure seamless client service and support.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
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, preferably in a financial services or related field.
  • Strong communication, influencing, and client engagement skills.
  • Ability to adapt to changes in the market and business.
  • Proficient in Client Relationship Management (CRM) platforms.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you will get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 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.