Chat/Email Financial Services Professional

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Job ID:
0214-32433
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Trading-6+ yrs, Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Financial Services-6+ yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Position Located In:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time

Our Opportunity:

eServices is a specialty segment of Client Service & Support.  We work closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter.  As a Professional in our Client Service & Support (CS&S) eServices organization, you will service our diverse clients’ brokerage needs via secure eServices in order to build and maintain client loyalty. Our financial service professionals inspire client loyalty by being the “voice of Schwab” for our clients. You will engage in personalized interactions that enhance each client's relationship with Schwab by addressing their need(s) first and then asking questions to learn what other products, services, or guidance may be appropriate for them based on their financial goals. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting thorough needs-based conversations that build long-term relationships with our clients.

What you’ll do:

We have an exciting opportunity available within eServices:

eServices works closely with our departments to provide solutions and education to prospects and clients who favor chat and email as their preferred communication channels with Schwab. You will be able to fully leverage your current Schwab expertise and utilize your written and verbal communication skills to service clients and attract new business to Schwab.                       

Within eServices, you’ll have the opportunity to expand the company’s relationships with clients by providing a full spectrum of services through the chat and email channels. You will handle multiple clients’ chat conversations simultaneously and actively manage chat dialogues for efficiency and effectiveness. Work collaboratively with other representatives and managers in cross team initiatives to improve the organization and the eServices business model. You will gain exposure to a broader array of service issues and further develop your career at Schwab!

Interested in this opportunity but have some questions: Join us for Schwab Talks Talent hosted by our Service & Support team on the 3rd Wednesday of the month. Click here to register for our next virtual event; we look forward to meeting you!

What you have:

  • Active FINRA Series 7 & 63 licenses are required (may be obtained within a 180 day condition of employment)
  • Bachelor's degree or equivalent work experience
  • Customer service experience required preferably in the financial services industry but not required
  • Client-facing chat and email experienced preferred
  • Well-developed and effective writing skills
  • Ability to engage clients and prospects via concurrent chats as well as email and phone
  • Effective research and problem solving skills to fulfill client and prospect requests timely
  • Excellent customer service and communication skills to service clients and prospects via Chat, Email, and phone
  • Excellent typing skills and proficiency in serving multiple clients concurrently
  • Strong emotional intelligence skills to better understand the client’s needs and motivations; able to empathize with others' needs and respond sensitively; able to use good judgment when responding, and take action in order to successfully meet the client’s objectives
  • Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs
  • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
  • Established technical skills with the ability to easily utilize multiple applications simultaneously
  • Able to work in a structured schedule and a variety of shifts, which may include market (M-F daytime) hours, late nights, early  mornings, and/or weekends as pre-determined by business need.

Where you’ll be:

The Town of Westlake, known as the place where the cross timbers met the prairie, holds tales of settlers tremendous archaeological treasures, and some of the oldest settlements in North Texas. The region has always been known for its natural bounty, its trade value, and its wonderful people. The Town of Westlake has maintained these distinctions over the years, becoming one of the most desirable and sought after places to live in America. 

Charles Schwab is building a new facility for 5,000 employees in Westlake. The development marks Charles Schwab’s commitment to the North Texas market. Schwab is located at 2050 Roanoke Road, Westlake, TX 76262. Learn more about our newest campus here.

What you’ll get:

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab


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.


Job Specifications
Relocation Offered?: No
Work Schedule: Any Shift
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 7
Relevant Work Experience: Trading-6+ yrs, Business Development and Sales-less than 2 yrs, Trading-2-5 yrs, Business Development and Sales-6+ yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Financial Services-6+ yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: TX - Westlake
Education: BA/BS
Job Type: Full Time

Category:Customer Service/Client Service
Activation Date: Monday, July 17, 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.