Client Advocate - Finance
Company: Charles Schwab
Location: Florence
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 $48,900 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 $58,500 ($53,200
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
applicantaccessibilityschwab.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, Austin , Client Advocate - Finance, Accounting, Auditing , Florence, Texas
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