Client Advocate - Finance
Company: Charles Schwab
Location: Conifer
Posted on: May 16, 2022
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 OpportunitiesWorkplace 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 cultureWhat 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 experiencesWhat 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 matchHealth,
Dental, and Vision insuranceFlexible spending accountEducation
reimbursementPaid time off & 4-week sabbatical after 5 years of
service To find out additional details about our competitive
benefits package, visit our benefits page: 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 1st 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 .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 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 or call .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 Advocate - Finance, Accounting, Auditing , Conifer, Colorado
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