Financial Service Professional

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Charles Schwab Published: July 11, 2018
Job Type
Academic Program
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Health Insurance, Dental Insurance, Vision Insurance, 401K, Vacation Time
Name of individual creating job posting
Allison Carroll
2309 Gracy Farms Lane
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Schwab was built around a simple idea: put the client first. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth. We have evidence of this through our areas of recognition, such as one of the most admired companies of 2017, Best online Brokers of 2017 and Top Workplace for 2017. We are champions of investors and those who serve them and are looking for additional champions to join our team as a Financial Services Professional. Our team is made up of a diverse workforce including experienced professionals, people looking for a career change or re-entering the workforce and recent college graduates. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and enjoy working with likeminded individuals to learn from and share best practices with please continue reviewing our opportunity.

What you’ll do:

As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and solve problems for thousands of clients. Your career will start in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. Our goal is that you are able to achieve client loyalty based on service. Some of the unique aspects about this role and the support you receive to achieve this include non-scripted calls and a focus on providing you direct feedback and coaching. We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction.

Throughout these conversations you will:

Educate clients: Engage clients in discussions involving market conditions, trends and providing investment education.
Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
Use investigative skills: Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals.
Be consultative: Recommend solutions, when appropriate, to clients which align to their goals and promote Schwab growth.
Build collaborative relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.
Professionals that show continuous successful performance can be considered for promotional opportunities onto more specialty dedicated teams or other specialty teams within Schwab.

Hear from our employees on what it’s like to work at Schwab:

What you have:

Active and valid FINRA Series 7 & 63/66 licenses
If you are not currently licensed you will start as an Associate Financial Services Professional and have the opportunity to be promoted to a Financial Services Professional
You will have a condition of employment for passing the Series 7 & 63 within 150 days of starting the licensing phase of training
Resilient attitude to help achieve client satisfaction in a continuous call environment
A drive to constantly improve the client experience
Ability to establish trust and rapport with clients over the phone
Robust consulting, influencing and client engagement skills
Desire to work in a collaborative team-based culture
Ability to adapt and implement changes as market and business conditions evolve

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