Licensed Financial Services Representative

Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.? Schwab's service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you'll bring your passion for helping others together with your licensed expertise to guide clients through meaningful fi…

Our customer service team is the face of our company. You will be the first point of contact for our users, ensuring they have a seamless and positive experience. We are looking for people who are passionate about helping others and solving problems.

Requirements

• Excellent verbal and written communication skills.
• Empathy and patience when dealing with complex customer inquiries.
• Ability to handle high-pressure situations with a professional attitude.
• Strong problem-solving skills and ability to think on your feet.
• Proficiency in CRM software and helpdesk tools (Zendesk, Salesforce).
• Previous experience in a customer-facing role is highly desirable.