Financial Services Representative

Welcome to Charles Schwab! We are a leading financial services company, dedicated to helping our clients achieve their financial goals. As a Financial Services Representative, you will play a crucial role in providing our clients with exceptional service and guidance for their investment and wealth management needs. We are seeking individuals who are passionate about finance, possess excellent communication skills, and are driven to deliver top-notch customer experiences. If you are ready to join a dynamic team and make a positive impact on people's financial well-being, we invite you to apply for this exciting opportunity.

1. Provide exceptional customer service and support to clients regarding their investment and wealth management needs.
2. Act as a knowledgeable and trusted resource for clients, answering questions and providing guidance on financial products and services offered by Charles Schwab.
3. Assist clients with account opening, account maintenance, and other administrative tasks related to their investments.
4. Continuously develop and maintain a deep understanding of Charles Schwab's financial products and services to effectively communicate and make recommendations to clients.
5. Build and maintain strong relationships with clients through proactive communication and regular follow-ups.
6. Collaborate with other team members to ensure a seamless client experience across all touchpoints.
7. Meet and exceed individual and team performance goals, including sales targets and customer satisfaction metrics.
8. Stay updated on industry trends and market changes to provide clients with relevant and timely information.
9. Adhere to company policies, procedures, and compliance regulations to ensure the protection of clients' assets and personal information.
10. Continuously seek opportunities to improve and enhance the client experience and provide feedback to management.

According to JobzMall, the average salary range for a Financial Services Representative in Austin, TX, USA is between $40,000 and $70,000 per year. This may vary depending on factors such as experience, education, and the specific company or industry the representative is working in.

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.