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Financial Services Representative

Financial Services Representative

CompanyCharles Schwab
LocationOmaha, NE, USA
Salary$50300 – $57530
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Ability to work full time on-site during Schwab’s training program (SSA), followed by a hybrid work schedule.
  • Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.

Responsibilities

    No responsibilities provided.

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
  • Shown success navigating multiple computer applications