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Charles Schwab · 13 hours ago

Financial Services Representative

Austin, TX

Full-time

Hybrid

New Grad, Entry Level

$53K/yr - $60K/yr

Charles Schwab is a financial services company committed to helping clients own their financial futures. In this role, you will educate clients about investment strategies, trading tools, and retirement choices while providing exceptional client service and support during inbound calls.

Financial Services

Responsibilities

Educate clients about investment strategies, trading tools, market mechanics, and retirement choices

Engage with clients and advocate for them when answering inbound calls

Take ownership and tackle complex issues to offer the best possible solution

Attend the Schwab Service Academy (SSA) for paid training and support to obtain necessary licenses

Qualification

Securities Industry EssentialsFINRA Series 7 & 63 licensesBachelor’s degree in FinanceCustomer service experienceClient relationship experienceTechnical proficiencyCommunication skillsAdaptabilityTeam collaborationMotivation to learn

Required

Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule

Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability

Preferred

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

Shown success navigating multiple computer applications

Benefits

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

Company

Charles Schwab

We have plans for every turn you take.

Founded in 1973

San Francisco, California, USA

10001+ employees

https://www.schwab.com/

Funding

Current Stage

Late Stage

Leadership Team

J

Jim McGreevy

Senior Project Manager

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