Schwab Intelligent Services - Financial Service Professional

Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Monica Michele Cauley
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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:
We?ve come to expect that technology can assist, enable, and amplify our lives. As more and more industries have transformed, we?ve grown to anticipate changes that make us better, smarter, and more efficient.
Today, that transformation has come to the world of investing with Schwab Intelligent Portfolios. It?s the innovation that fundamentally transforms the investing landscape with ground-breaking, innovative technology. It brings highly sophisticated, fully-automated, institutional-grade expertise to everyday investors.
Going forward, Schwab is also taking financial planning to the next level with the launch of Schwab Intelligent Advisory. Schwab Intelligent Advisory leverages innovative technology, in conjunction with Schwab?s investment philosophy, to further understand our clients? financial goals in order to more effectively create, implement and monitor a long term plan to achieve their individual objectives. A separate team of Planning Consultants then partner with our clients to review their plans and implement an investment strategy utilizing Schwab Intelligent Portfolios that is aligned with their overall risk tolerance and investment objectives.
We are currently offering the opportunity for dynamic and engaging individuals to join our Service team that will support Schwab Intelligent Portfolios and Schwab Intelligent Advisory. We build trust and inspire confidence through exceptional service one connection at a time. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in service delivery.
Our Service Professionals inspire client loyalty by being the ?voice of Schwab? for our clients, supporting and complementing our Branch partners who are the ?face of Schwab?. Our team members handle over 9.5 million client calls annually allowing us the opportunity to build personalized relationships with each client through meaningful dialogue. In turn, our clients have entrusted us with $3.31 trillion in assets and 11.1 million active brokerage accounts. _Results like this don?t just happen, they are earned! We are honored to have earned the trust and relationships we have with our clients._
What you?ll do:
As a Financial Service Professional, you will expand the company?s relationships with clients by providing world class service through chat, email and phone channels. You will also work collaboratively with other representatives and managers in cross-team initiatives to improve the organization and the chat business model.
Additionally, you will have the opportunity to:
+ Demonstrate a strong understanding of the markets, empathy, energy, and problem solving while delivering unparalleled value and outstanding service to our clients.
+ Provide world-class client service and support by handling day-to-day service requests via phone, chat and email
+ Respond to client requests on how to schedule a Schwab Investment Advisory appointment and complete the online planning experience
+ Respond to client research requests including cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support and expanding client experience.
+ Assess and discuss client issues, helping them navigate Schwab?s investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs & money markets, margin loans, and annuities.
+ Provide investment education to our clients to empower them to make well-informed financial decisions, and understand when an question or client concern may warrant a more in-depth conversation with a Schwab Intelligent Advisory Planning Consultant.
+ Uncover client development opportunities and respond to research requests.
+ Be part of an environment where you will collaborate with others on a small team of up to 15 Schwab professionals to resolve complex client inquiries and knowledge of Schwab products and services.
+ Engage within a business model comprised of highly motivated individuals that are able to adjust and adapt within a fast-paced and continually changing business environment.
What you have:
+ Active FINRA Series 7 & 63 licenses
+ Minimum 1 year of service center experience
+ Well-developed and effective writing skills (required)
+ Ability to multi-task and process concurrent chats (required)
+ Ability to deliver a high level of customer service via Client Chat, Email, and phone (required)
+ Moxie platform experience (preferred)
+ Knowledge of Communication with the Public (CWTP) policies and procedures
+ Excellent typing skills and proficiency in serving multiple clients concurrently
+ Demonstrated passion for service and financial markets; strong client-focus and the desire to build relationships during each interaction.
+ Able to use non-verbal cues 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.
+ Proven work ethic with a high level of integrity to build trust with our clients and colleagues.
+ Proactive outlook demonstrated by taking ownership, engaging with business needs, seeking/sharing innovative solutions, and displaying initiative.
+ Collaborative and relationship-focused work style with demonstrated success in a team environment.
+ Strong communication and interpersonal skills, especially the ability to learn and explain complicated subjects, build quality, long-term relationships, and conduct needs-based conversations with a variety of clients.
+ Established technical skills with the ability to easily utilize multiple applications simultaneously.
+ Able to adapt and implement changes as market and business conditions evolve.
+ Welcome feedback for continuous improvement.
+ 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.
+ Bachelor?s degree in finance, economics, business administration, or related area (preferred).
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 at http://www.aboutschwab.com/careers/life_at_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?:
Work Schedule:
English - spoken
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Relevant Work Experience:
Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs
Position Located In:
TX - Westlake
Job Type:
Full Time
Category:Customer Service/Client Service
Activation Date: Tuesday, August 7, 2018
Expiration Date: Monday, October 1, 2018
Apply Here

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