What are the responsibilities and job description for the Financial Services Customer Support position at Jobs for Humanity?
Company Description
Company Name: Charles Schwab
Job Description
At Schwab, we believe in making a positive impact on your career. We embrace innovative thinking and creative problem solving to challenge the status quo and transform the finance industry together.
Our service team plays a crucial role in helping clients secure their financial futures. In this exciting position, you will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. As an advocate for our clients, you will address their needs through inbound calls, taking ownership of complex issues and providing the best possible solutions.
Your professional development is important to us. That's why we offer paid training through the Schwab Service Academy. This program prepares you to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are passionate about serving clients, enjoy working in a team environment, and want to pursue a career in finance, this role is for you.
At Charles Schwab, we welcome candidates from diverse backgrounds and experiences. Whether you're a finance expert or not, we value a growth mindset, a willingness to learn, and a passion for serving others. We strive to make a positive 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
- Previous customer service or client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance and the securities industry
- Strong communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
At Schwab, we are dedicated to empowering the personal and professional success of our employees. Our purpose-driven and supportive culture ensures you have the tools you need to make a positive impact in the finance industry.
Our Hybrid Work and Flexibility approach allows for a balance between workplace flexibility, serving our clients, and the value of being together in person regularly.
We also offer a competitive benefits package that includes:
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 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
Dear Hiring Team,
I am writing to express my interest in the position at Schwab. The opportunity to work in a supportive and inclusive environment, helping clients secure their financial futures, aligns with my passion for service and learning. I believe that my skills and experiences make me a strong fit for the role.
Key Qualifications:
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
- Previous customer service or client relationship experience (preferred)
- Bachelor’s degree or higher in Finance, Economics, or related field (preferred)
- Ability to adapt to changes in the market and business
- Eagerness to learn about finance and the securities industry
- Strong communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
I am eager to contribute to Schwab's mission of empowering individuals to achieve their financial goals. I am confident that my dedication, adaptability, and passion for learning will make me a valuable asset to your team.
Please find my attached resume for your consideration. I look forward to the opportunity to discuss how I can contribute to Schwab's success.
Thank you for your time and consideration.
Sincerely,
[Your Name]
