
Financial Services Representative
At Charles Schwab, we are looking for a Financial Services Representative to join our team. We’re seeking a customer-focused professional who understands the importance of delivering exceptional service, with a passion for helping clients reach their financial goals. As a Financial Services Representative, you will be responsible for helping clients make informed decisions about their financial future.To be successful in this role, you must possess excellent communication skills and have the ability to build relationships with clients. You should be well versed in financial services products and have the ability to explain complex concepts in an accessible way. A degree in finance or a related field is preferred, as is at least one year of experience in a customer-facing role. We are looking for someone who is motivated to learn and grow, has a positive attitude, and is eager to contribute to the success of Charles Schwab. If this sounds like you, we’d love to hear from you!
Excellent Communication And Interpersonal Skills
Proficiency In Microsoft Office
Ability To Work Independently
Strong Knowledge Of Financial Products
Customer Service Skills
Demonstrated Aptitude For Financial Analysis
Prior Experience In The Financial Services Industry
And A Bachelor's Degree In Finance Or Economics
Budgeting
Accounting
Banking
Research
Financial Planning
Troubleshooting
Communication
Reporting
Compliance
Analytics
Trading
Client Relations
Technology
Investing
Regulatory
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
According to JobzMall, the average salary range for a Financial Services Representative in Lone Tree, CO, USA is $42,800 - $61,400 per year. This range is based on the salaries reported by actual Financial Services Representatives in the area. The range may vary depending on the company and the experience of the Financial Services Representative.
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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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