We are looking for people with a passion for helping clients...You will be responsible for:
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value collaboration, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
Active and valid FINRA Series 7 required
Active and valid FINRA 63 required
Obtaining or acquiring an active and valid Series 9/10 is required upon your tenure on the job as a condition of employment.
3-5 years in a security/financial services capacity
Minimum of 3 years’ experience with customer service
Minimum of 2+ years’ experience in a management/supervisory capacity preferred
Actively uncovering additional business development opportunities
Previous experience in a direct client facing role highly preferred
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross enterprise working relationships
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:
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