Financial Services Representative
Company: Charles Schwab
Location: Austin
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity At Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together. Schwab's
service team is at the heart of our firm's commitment to helping
clients own their financial futures. In this exciting role, you'll
learn to educate clients about investment strategies, trading
tools, market mechanics, and retirement choices. You'll engage
with, and be an advocate for, clients when answering inbound calls,
taking ownership, and tackling complex issues to offer the best
possible solution. You'll also take charge of your own professional
journey by attending the Schwab Service Academy, which provides you
with the paid training, study time, and support you need to obtain
your Securities Industry Essentials and FINRA Series 7 & 63
licenses. If you are eager to pursue a career in finance, enjoy
working in a team setting, and share our passion for serving
clients - this role is for you. We offer a competitive pay and
bonus package. Starting compensation for this location begins at
$51,400 during training, plus an annual bonus opportunity of 10% of
your base pay and other eligible earnings. Employees have the
potential to increase their total compensation to $58,740 ($53,400
base, plus 10% bonus opportunity depending on individual/corporate
performance) within their 1st year upon obtaining the required
Licensing and achieving performance-based pay increases. What you
have If you're not a finance expert, that's okay! People coming
from many different experiences have found tremendous success here
at Charles Schwab. Successful candidates will have a growth
mindset, a willingness to learn, and a passion for serving others.
At Charles Schwab, we strive to make a difference in people's lives
through our innovative solutions and world-class service. Required
Qualifications Flexibility to work any day, time, or shift to
accommodate 24/7 contact center needs Preferred Qualifications
Previous customer service experience Previous client relationship
experience Bachelor's degree or higher in Finance, Economics, or
related field from accredited university Ability to adapt to
changes in the market and business Eagerness to learn about finance
Passion for service to clients Motivation to learn about the
securities industry, including the basic principles of equity,
option, and mutual fund transactions Robust communication,
influencing and client engagement skills Desire to be part of a
supportive and collaborative team Proven success navigating
multiple computer applications #campus 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: 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
Keywords: Charles Schwab, College Station , Financial Services Representative, Accounting, Auditing , Austin, Texas
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