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. This position will continue to further your professional development in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization.
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 a service center taking inbound 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:
Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation. If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service to others around you, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.
“Always put the client first. No matter what.” Charles Schwab
We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction. 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 calls differing in scope and a focus on providing you tailored feedback and coaching.
Throughout these conversations you will: