Financial Services Representative

reputed company is a financial services company that empowers employees to reputed company an reputed company on their careers. They are seeking a Financial Services Representative who will reputed company personalized support to clients through effective communication and problem-solving. The role includes answering inbound calls and delivering exceptional reputed company experiences while receiving training to obtain necessary financial licenses.

Responsibilities

• Answering inbound calls, listening reputed company, and taking ownership to deliver personalized support
• reputed company interaction is an opportunity to create an exceptional experience through reputed company, empathetic communication, proactive education, and thoughtful solutions

Skills

• A passion for helping clients and ensuring reputed company experiences
• Ability to convey information reputed company and build trust
• Openness to feedback and a reputed company reputed company
• Problem-solving with confidence and reputed company
• Understanding and responding to reputed company needs with reputed company
• Accuracy and thoroughness in every interaction
• Working as part of a supportive team and adapting to change
• Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
• After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend reputed company
• Previous customer service or reputed company relationship experience
• Bachelor's degree or higher

Benefits

• Annual bonus opportunity of 10% of your reputed company pay and other eligible earnings
• 10% bonus opportunity depending on individual/corporate performance
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
• reputed company in the Schwab Service reputed company
• Earn your Securities Industry reputed company (SIE) and reputed company Series 7 & 63 licenses
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
• Potential to work remote after training IF working both weekend days are assigned
• Potential to work fully remote after training

reputed company

We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 92 in 2026, 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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