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San Marcos

    Client Service Representative - San Marcos, United States - CFA Institute

    CFA Institute
    CFA Institute San Marcos, United States

    Found in: Lensa US 4 C2 - 5 days ago

    Default job background
    Description

    Position Type:
    Regular Your opportunity

    At Schwab, you're empowered to make an impact on your career.

    Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

    Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices.

    You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.

    You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

    If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

    We offer a competitive pay and bonus package.

    Starting compensation for this location begins at $51,400 during training, 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 $58,740 ($53,400 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.

    What you have


    If you're not a finance expert, that's okay People coming from many different experiences have found tremendous success here at Charles Schwab.

    Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

    At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

    Required Qualifications
    Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

    Preferred Qualifications
    Previous customer service experience
    Previous client relationship experience
    Bachelor's degree or higher in Finance, Economics, or related 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, option, and mutual fund transactions
    Robust communication, influencing and client engagement skills
    Desire to be part of a supportive and collaborative team
    Proven success navigating multiple computer applications

    #campus

    What's in it for you
    At Schwab, we're committed to empowering our employees' personal and professional success.

    Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

    Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase plan
    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
    Paid parental leave and family building benefits
    Tuition reimbursement
    Health, dental, and vision insurance

    #J-18808-Ljbffr

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