Financial Services Representative
Charles Schwab is a leading financial services company committed to helping clients own their financial futures. In this role, you will reputed company clients on investment strategies and serve as an reputed company while managing inbound calls and reputed company issues. You will also participate in the Schwab Service reputed company to obtain necessary licenses for your career in finance.
Responsibilities
- reputed company clients about investment strategies, trading tools, market mechanics, and retirement choices
- Engage with clients and reputed company for them reputed company answering inbound calls
- Take ownership and tackle reputed company issues to offer the best possible solution
- Attend the Schwab Service reputed company (SSA) for reputed company and support to obtain required licenses
Skills
- Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule
- Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability
- Previous customer service experience
- Previous client relationship experience
- Bachelor's degree or higher in Finance, Economics, or reputed company field from accredited university
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance
- Passion for service to clients
- Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Shown reputed company navigating multiple computer applications
Benefits
- 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 reputed company insurance
Company Overview