Charles Schwab

Financial Services Representative

Charles Schwab

Westlake, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Charles Schwab is looking for an experienced and customer-focused Financial Services Representative to join our team. In this role, you will provide clients with the highest level of service and support while helping them to reach their financial goals. To succeed in this position, you will need an in-depth knowledge of financial products and services, a passion for customer service, and a commitment to providing the highest level of support. Our ideal candidate will have excellent communication and interpersonal skills, and be comfortable working in a fast-paced and dynamic environment. If this sounds like the perfect job for you, we'd love to hear from you.

Where is this job?
This job is located at Westlake, TX, USA
Job Qualifications
  • Strong Communication Skills

  • Ability To Work Independently

  • Attention To Detail

  • Understanding Of Financial Services Products

  • Proficiency With Computer Systems

  • Proactive Problem Solving

  • Ability To Meet Tight Deadlines

  • Knowledge Of Financial Regulations

Required Skills
  • Budgeting

  • Risk Management

  • Financial Reporting

  • Insurance

  • Financial Planning

  • Loans

  • Negotiation

  • Auditing

  • customer service

  • Compliance

  • Trading

  • Analysis

  • Investing

  • Taxation

  • Savings

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Public Speaking

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Services Representative in Westlake, TX, USA is between $32,000 and $50,000 per year. Salaries may vary depending on experience, qualifications, and other factors.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeMay 22nd, 2025
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About Charles Schwab

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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