Charles Schwab Corporation

  • Financial Services Professional

    Job Locations US-AZ-Phoenix
    Requisition ID
    Posted Date
    3 months ago(6/24/2019 11:01 AM)
    Client Service & Support
  • Your Opportunity

    We are champions of investors and those who serve them and are looking for additional champions to join our company as a Financial Services Professional. We are made up of a diverse workforce of skilled professionals that thrive on serving clients, supporting their financial goals and having meaningful conversations on investment education and market dynamics.  

    As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. These topics could range from common customer service transactions to more complex conversations around:

    • Investing Principles
    • Trading & Market Mechanics
    • Account management
    • Customized Products & Solutions

    Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.

    If you enjoy providing a superior level of service to others around you, have a real passion for continuous learning, want to positively affect people’s lives through the power of financial awareness and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.

    What you’re good at

    Our goal is that through providing world class service, you are able to earn the trust and loyalty of our clients. 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 tailored 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 using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
    • Be consultative: Recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
    • Build strong relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.
    • Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.



    What you have


    • Resilient attitude to help achieve client satisfaction in a fast-paced call environment
    • A commitment to consistently 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
    • An ownership mindset with a desire to continually develop and learn
    • Ability to adapt and implement changes as market and business conditions evolve
    • Client facing customer service experience (phone or in-person)
    • Current and active FINRA series 7 & 63 licenses


    Investing in Yourself

    • Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
    • A dedicated team manager focused on helping you be successful in meeting your career goals
    • We are a 24 hour contact center with multiple schedule options that include days, nights and weekends


    Highlights of Schwab’s Benefits

    • Work/Life Balance: Paid vacation time, Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
    • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
    • Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy Food Choices, Wellness Champions
    • Inclusion: Employee Resource Groups, Commitment to diversity, Community involvement


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    Why Schwab?

    At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

    Hear from employees: What’s it like to work at Schwab!

    The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
    Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

    As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

    Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
    We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.