#2025-106908
ses required OR a condition of employment to successfully obtain these licenses within the allotted training time
Outstanding customer service experience
Well-developed and effective writing skills to establish trust and rapport with clients through written communication
Preferred Qualifications:
Ability to engage clients via concurrent chats as well as email and phone
Preferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
Excellent interpersonal and written skills with a strong customer service focus are essential
This department operates 24hrs a day, 5 days a week, so shift flexibility is highly preferred.
A passion to continually learn, growing your knowledge in personal finance
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future: