Client Services Representative

Schwab was built around a simple idea: put the client first. Lots of companies say that, but we work to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab you can go as far as your ambition takes you – whether that’s becoming a people leader or director, we’re here to help you Own Your Tomorrow by providing paid licensing programs, comprehensive training, and mentorship in support of our employees igniting their potential and achieving their dreams.

In this exciting customer service role, you’ll learn to educate our clients about investments, trading tools, market mechanics, and retirements choices, in addition to earning your Securities licenses in our paid licensing and training program. Through paid training and ongoing mentorship until you feel comfortable in your role, we will set you up for continuous development in Service and more!

• Paid training and support to help you obtain FINRA Series 7 & 63 licenses
• 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 work in a collaborative team-based culture

If you’re not a finance expert, that’s okay! We’ve seen tremendous success from new grads, career switchers, customer service workers, military veterans, and people returning to the workforce. In addition to the skills below, successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

• Practice emotional intelligence: Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view
• Engage with and be an advocate for clients: Deliver great client service when answering inbound phone calls by taking ownership and tackling complex issues to resolve the client’s needs, in addition to introducing clients to Schwab and TD Ameritrade’s products and services
• Be a problem solver: Using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
• Be coachable: Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences

Why work for us?

Apart from the well-structured career path and excellent team environment, our employees enjoy a variety of perks and benefits. Our benefits include, but are not limited to:

• 401(k) with company match
• Health, Dental, and Vision insurance
• Flexible spending account
• Education reimbursement
• Paid time off & 4-week sabbatical after 5 years of service

To find out additional details about our competitive benefits package, visit our benefits page: https://jobs.schwabjobs.com/summary-of-benefits

We offer a competitive pay and bonus package. Starting compensation for this location begins at $49,192 during training (increases depending on related experience and your specific location), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation range to $56,311 ($49,192 base pay, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required licensing and achieving performance-based pay increases.