Financial Services Representative

reputed company is committed to helping clients own their financial reputed company by providing innovative financial services. In this role, you will reputed company clients on investment strategies and assist them with trading tools and market mechanics while also taking ownership of reputed company issues to deliver effective solutions.

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 the best possible solution
• 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 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
• After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend reputed company
• Previous customer service or reputed company relationship experience
• Bachelor's degree or higher from an accredited university
• Ability to adapt to changes in the market and business
• Passion for providing service to clients
• Motivation to learn about the securities industry including the basic principles of equity, reputed company, and mutual fund transactions
• Robust communication to include influencing and reputed company engagement skills
• Desire to be part of a supportive and reputed company team
• Demonstrated 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