Upvote
Downvote
Client Services Representative
Share Job
- Suggest Revision
Full-time
- Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures.
- In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.
- You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
- You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
- Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
Active Job
Updated TodaySimilar Job
Relevance
Active