Job Description
Charles Schwab is dedicated to transforming the finance industry through innovative solutions and exceptional service. In this role, you will provide financial guidance to clients, building lasting relationships while addressing their needs and concerns in a supportive team environment. Responsibilities Give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal Engage with, and be an advocate for, clients when answering inbound calls Take ownership, and tackle complex issues to offer the best possible solution Adapt to changes in the market and business 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 Skills 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 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 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 vision insurance Company Overview We have plans for every turn you take.
It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is