Financial Services Customer Support
Company: Careerbuilder-US
Location: Plano
Posted on: January 27, 2023
Job Description:
Position Type: 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. This position
may be based out of the Westlake or Southlake location. 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 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: We offer a competitive pay and bonus
package. Starting compensation for this location begins at $49,700
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 $56,800 ($51,700 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 or call .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: Careerbuilder-US, Plano , Financial Services Customer Support, Other , Plano, Texas
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