Job Description
Job Description
Position Type: Regular\n
\nYour opportunity\n
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\nYour opportunity\n
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Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
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To read more about our client offerings visit: Charles Schwab - Investor Services
What you have\n\n
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
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- Bachelor's degree or equivalent work related experience
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- A valid and active Series 7 license is required (may be obtained under a condition of employment)
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- A valid and active Series 63 license is required (may be obtained under a condition of employment)
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- Notary preferred
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- Minimum 12 months in a client service industry
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- Basic understanding of brokerage regulations and rules that govern client accounts
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- Demonstrated experience handling client concerns and issues with tact and diplomacy
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- Outstanding written and oral communication skills
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- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
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- Ability to manage multiple client situations, needs and inquiries simultaneously
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- Need be able to build and maintain good cross enterprise working relationships
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\n What’s in it for you \n
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
\nWe offer a competitive benefits package that takes care of the whole you – both today and in the future:
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- 401(k) with company match and Employee stock purchase plan
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- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
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- Paid parental leave and family building benefits
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- Tuition reimbursement
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- Health, dental, and vision insurance
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Numbers & Facts
| Location | Naperville, IL |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) 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; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
Skills
- Bank Managementunmatched
- Brokerageunmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Dental Insuranceunmatched
- Estate Planningunmatched
- Investment Servicesunmatched
- Loansunmatched
- Multitaskingunmatched
- Presentation/Verbal Skillsunmatched
- Regulationsunmatched
- Resolve Customer Issuesunmatched
- Retirement Planningunmatched
- Sales Managementunmatched
- Series 63unmatched
- Series 7unmatched
- Stock Purchase Plansunmatched
- Vision Planunmatched
- Writing Skillsunmatched
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