Financial Services Representative
Charles Schwab is a company that empowers individuals to impact their careers while transforming the finance industry. The Financial Services Representative role involves providing exceptional client support through active listening and personalized assistance, with a focus on helping clients achieve their financial goals.
Responsibilities
- Answering inbound calls and providing personalized support to clients
- Listening actively and taking ownership of client interactions
- Delivering clear and empathetic communication during each client interaction
- Educating clients proactively and providing thoughtful solutions to their needs
Skills
- A passion for helping clients and ensuring positive experiences
- Ability to convey information clearly and build trust
- Openness to feedback and a growth mindset
- Problem-solving with confidence and clarity
- Understanding and responding to client needs with empathy
- Accuracy and thoroughness in every interaction
- Working as part of a supportive team and adapting to change
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
- Previous customer service or client relationship experience
- Bachelor's degree or higher
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
Company H1B Sponsorship