Financial Services Representative

Job Description

Your Opportunity

Temporarily Remote

Immediate opportunity to learn and grow within our service teams.

We are champions of investors and those who serve them and are looking for additional champions to join the company as a Financial Services Representative. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization. We are made up of a diverse workforce of skilled professionals, including individuals that are:

• considering a career change
• re-launching their career
• new to the workforce

As a Financial Services Representative, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Representatives that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.

If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.”

“Always put the client first. No matter what.” Charles Schwab

What you are good at

We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction. Our goal is that through providing world class service, you are able to earn the trust and loyalty of our clients. Some of the unique aspects about this role and the support you receive to achieve this include calls differing in scope and a focus on providing you tailored feedback and coaching.

Throughout these conversations you will:

• Educate clients: Engage clients in discussions involving education and navigation on accounts. Once licensed, participate in more in-depth conversations involving market conditions, trends and providing investment education.
• Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
• Use investigative skills: Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
• Be consultative: Once licensed, recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
• Build strong relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.
• Have a defined model of success: Participate in our merit based performance culture where employees feel empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.

What you have

• Resilient attitude to help achieve client satisfaction in a fast-paced call environment
• A commitment to consistently improve the client experience
• Ability to establish trust and rapport with clients over the phone
• Robust consulting, influencing and client engagement skills
• Desire to work in a collaborative team-based culture
• An ownership mindset with a desire to continually develop and learn
• Ability to adapt and implement changes as market and business conditions evolve
• Interest in obtaining FINRA series 7 & 63 licenses:
• There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses
• You will be paid to participate in Schwab training classes and study groups to support your pursuit of these licenses
• Once licensed, you will be promoted to a Licensed Financial Services Representative

#LI-AV1

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.