Client Support - Finance
Company: Charles Schwab
Location: Bailey
Posted on: May 16, 2022
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Job Description:
Position Type: Regular Your Opportunity
Schwab was built around a simple idea: put the client first. Lots
of companies say that, but we work to keep clients at the heart of
everything we do by offering a better, more modern way to build and
manage wealth.
Not only do we put our clients first, but we also extend this same
approach to our employees. At Schwab you can go as far as your
ambition takes you - whether that's becoming a people leader or
director, we're here to help you Own Your Tomorrow by providing
paid licensing programs, comprehensive training, and mentorship in
support of our employees igniting their potential and achieving
their dreams.
Remote Opportunities
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, at home, or remote. Want to
see how our employees are participating in the Workplace
Flexibility Program? Check out #SchwabLife on social!
What you are good at
In this exciting customer service role, you'll learn to educate our
clients about investments, trading tools, market mechanics, and
retirements choices, in addition to earning your Securities
licenses in our paid licensing and training program. Through paid
training and ongoing mentorship until you feel comfortable in your
role, we will set you up for continuous development in Service and
more!
Paid training and support to help you obtain FINRA Series 7 & 63
licenses
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 work in a collaborative team-based culture
What you have
If you're not a finance expert, that's okay! We've seen tremendous
success from new grads, career switchers, customer service workers,
military veterans, and people returning to the workforce. In
addition to the skills below, successful candidates will have a
growth mindset, a willingness to learn, and a passion for serving
others.
Practice emotional intelligence : Make an impact on clients by
showcasing empathy, patience, and effective communication to better
understand their emotions and points of view
Engage with and be an advocate for clients: - Deliver great client
service when answering inbound phone calls by taking ownership and
tackling complex issues to resolve the client's needs, in addition
to introducing clients to Schwab and TD Ameritrade's products and
services
Be a problem solver: - Using the training you receive at Schwab,
along with your expertise and analytical thinking skills, to offer
the best possible solution
Be coachable: Demonstrate the ability to continuously integrate
feedback to drive personal growth and commit to continuously
improving client experiences
What's in it for you
Apart from the well-structured career path and excellent team
environment, our employees enjoy a variety of perks and benefits.
Our benefits include, but are not limited to:
401(k) with company match
Health, Dental, and Vision insurance
Flexible spending account
Education reimbursement
Paid time off & 4-week sabbatical after 5 years of service
To find out additional details about our competitive benefits
package, visit our benefits page:
https://jobs.schwabjobs.com/summary-of-benefits
We offer a competitive pay and bonus package. -Starting
compensation for this location begins at $51,600 during training
(increases depending on related experience), plus an annual bonus
opportunity of 10% of your base pay and other eligible earnings.
Employees have the potential to increase their total compensation
to $62,700 ($57,000 base, plus 10% bonus opportunity depending on
individual/corporate performance) within their 1 st year upon
obtaining the required Licensing and achieving performance based
pay increases.
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 applicantaccessibility@schwab.com 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.
Keywords: Charles Schwab, Denver , Client Support - Finance, Accounting, Auditing , Bailey, Colorado
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