Customer Service/Client Service
Relevant Work Experience:
Trading-6+ yrs, Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Financial Services-6+ yrs, Campus Programs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
FINRA Series 7
Position Located In:
CO - Lone Tree
Schwab was built around a simple idea: put the client first. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth. We have evidence of this through our areas of recognition, such as one of the most admired companies of 2017, Best online Brokers of 2017 and Top Workplace for 2017. We are champions of investors and those who serve them and are looking for additional champions to join our team as a Financial Services Professional. Our team is made up of a diverse workforce including experienced professionals, people looking for a career change or re-entering the workforce and recent college graduates. If you enjoy providing a superior level of service to others around you, have a passion for continuous learning and enjoy working with likeminded individuals to learn from and share best practices with please continue reviewing our opportunity.
What you’ll do:
As a Financial Services Professional, you will be an ambassador of Schwab helping to educate and solve problems for thousands of clients. Your career will start in an inbound contact center taking numerous calls from our retail clients (individual investors) on a variety of topics. Our goal is that you are able to achieve client loyalty based on service. Some of the unique aspects about this role and the support you receive to achieve this include non-scripted calls and a focus on providing you direct feedback and coaching. We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction.
Throughout these conversations you will:
Professionals that show continuous successful performance can be considered for promotional opportunities onto more specialty dedicated teams or other specialty teams within Schwab.
What you have:
What you get: