Financial Services Representative
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. 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.
Ability to using the training you receive at Schwab, along with your expertise and analytical thinking skills, to offer the best possible solution
Demonstrate the ability to continuously integrate feedback to drive personal growth and commit to continuously improving client experiences
Ability to Make an impact on clients by showcasing empathy, patience, and effective communication to better understand their emotions and points of view
MS Word
Customer Service skills
Client engagement skills
Record Keeping Skills
MS Excel skills
Great time management
Strong influencing skills
Results Oriented
Verbal communication
Detail Oriented
written communication
Problem-solving and resourcefulness
Flexibility/Adaptability
Process Oriented
multitasker
According to JobzMall, the average salary range for a Financial Services Representative in 2845 Old Milton Pkwy, Alpharetta, GA 30009, USA is $37,000 to $61,000 per year. The salary range depends on factors such as experience, qualifications, and job responsibilities.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
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