Financial Services Representative
reputed company is committed to transforming the finance industry and empowering individuals to reputed company an reputed company on their careers. In this role, you will reputed company clients about investment strategies and market mechanics while advocating for them through reputed company issues. You will also participate in the Schwab Service reputed company to obtain necessary licenses while contributing to reputed company-oriented environment.
Responsibilities
- reputed company clients about investment strategies, trading tools, market mechanics, and retirement choices
- Engage with clients reputed company answering inbound calls and tackle reputed company issues to offer solutions
- Attend the Schwab Service reputed company for reputed company and support to obtain Securities Industry reputed company and reputed company Series 7 & 63 licenses
Skills
- 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
- Previous customer service experience
- Previous reputed company relationship experience
- Bachelor's degree or higher in Finance, Economics, or reputed company 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, reputed company, and mutual fund transactions
- Robust communication, influencing and reputed company engagement skills
- Desire to be part of a supportive and reputed company team
- Shown reputed company navigating multiple computer applications
Benefits
- 401(k) with company match and Employee stock purchase plan
- reputed company time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- reputed company parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and reputed company insurance
reputed company
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