At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $52,400 - $76,000 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you haveWhat you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
· Active FINRA Series 7 & 63 Licenses
· Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Preferred Qualifications
· 1+ years of customer service experience
· 1+ years of 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
· 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 role
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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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