Licensed Financial Services Representative
Charles Schwab
Finance Service Representative Job in Elmwood, NE
Type: RegularYour Opportunity
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $45,000 - $67,700 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. 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. No matter what your interest or expertise, our employees are empowered to solve problems, innovate, and challenge the status quo. Own Your Tomorrow embodies everything we do and we are committed to helping our employees ignite their potential and achieve their dreams.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. And if you’re not a finance expert– that’s okay! We’ve seen tremendous success from new grads, career switchers, customer service workers, and people returning to the workforce. Condition of employment that you will obtain the FINRA Series 7 & 63 licenses Motivation to learn about the securities industry, including the basic principles of equity, option and mutual fund transactionsA dedication to consistently improve the client experience Ability to establish trust and rapport with clients over the phone Robust consulting, influencing and client engagement skills Desire to work in a collaborative team-based culture An ownership mentality and continuous improvement mindset with a desire to continually develop and learn Ability to adapt and implement changes as market and business conditions evolve What you have
Bring enthusiasm: Work in a high energy call center representative environment Engage clients: Deliver great client service when answering inboun