Client Support - Finance
Company: Charles Schwab
Location: Elkhorn
Posted on: May 16, 2022
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Job Description:
Position Type: Regular
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. Remote OpportunitiesWorkplace 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
#SchwabLife 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!
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 viewEngage 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
servicesBe 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:
Keywords: Charles Schwab, Omaha , Client Support - Finance, Other , Elkhorn, Nebraska
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here to apply!
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