Client Financial Rep

Charles Schwab • Dallas, TX

254d • $52,800 - $60,280

About The Position

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 role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. 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 take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

Requirements

• Ability to work full time on-site during Schwab's training program (SSA).
• Ability to work various shifts to serve clients 24/7, including overnight and weekend availability.

Nice To Haves

• 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.
• 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 success navigating multiple computer applications.

Responsibilities

• Educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
• Engage with clients and advocate for them when answering inbound calls.
• Take ownership and tackle complex issues to offer the best possible solution.
• Attend the Schwab Service Academy (SSA) for paid training and support to obtain necessary licenses.

Benefits

• 401(k) with company match.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree