Financial Service Professional

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Job ID:
0407-33376
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Campus Programs, Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
None
Position Located In:
AZ - Phoenix
Education:
BA/BS
Job Type:
Full Time
Description:

Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Brendon Kyle Saul
0407-33376

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Looking for a career with purpose? Client Service & Support (CS&S) is a team of financial service professionals who provide clients with guidance and solutions using advanced technology to deliver best-in-class service.  We build trust and inspire confidence through exceptional service one connection at a time. 

 “I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

Our investment in you and your career begins with employee engagement through career development and supporting you in reaching your goals.  In return we ask that you help us do the same for our clients.

Our employees on what it’s like to work at Schwab: https://www.aboutschwab.com/work-at-schwab

 

What you’ll do:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL)
  • Learn about the unique position Schwab has in the industry
  • Perform in a fast paced, inbound service center environment representing Schwab in every interaction
  • Practice active listening and open ended dialogue, to gain a thorough understanding of clients financial needs
  • Engage clients in discussions involving market conditions, trends and providing investment education
  • Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future
  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals
  • Recommend solutions to clients which align to their goals and promote Schwab growth
  • Execute trades

 

 What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Active and valid FINRA Series 7 & 63/66 licenses
    • If you are not currently licensed you will start as an Associate Financial Services Professional and have the opportunity to be promoted to a Financial Services Professional
    • You will have a condition of employment for passing the Series 7 & 63 within 180 days of starting the licensing phase of training
  • Strive to constantly improve the client experience
  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
  • Robust consulting, influencing and client engagement skills
  • Desire to work in a collaborative team based culture
  • Ability to adapt and implement changes as market and business conditions evolve
  • Bachelor’s degree preferred

 

Where you'll be:

This role is located in the Schwab office at 2423 E. Lincoln Dr., Phoenix, AZ 85016

 

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Employee Resource Groups and --- the opportunity to do the best work of your life!

“If I had to describe Schwab in one word, it’s opportunity.” - Kendal Robinson, Financial Service Professional, Client Service & Support

 

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability,  protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

 


Job Specifications
Relocation Offered?: No
Work Schedule: Weekends, Evenings, Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Campus Programs, Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: AZ - Phoenix
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Saturday, April 8, 2017
Expiration Date: Monday, January 1, 2018
Apply Here
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.