Detail of : Associate Financial Services Professional (customer service) - Tampa, FL Job Opening in Tampa
Immediate opportunity to learn and grow within our service teams
We are champions of investors and those who serve them and are looking for additional champions to join the company as an Associate Financial Services Professional. This position will launch your professional path in financial services, where you’ll have the opportunity to “own your tomorrow” and grow a robust and meaningful career with our organization.We are made up of a diverse workforce of skilled professionals, including individuals that are:
considering a career change
re-launching their career
new to the workforce
As an Associate Financial Services Professional, you will be an ambassador of Schwab helping to educate and tackle problems for thousands of clients. Your role will take place in a service center taking inbound calls from our clients (individual investors) on a variety of topics. Professionals that embrace their career development and demonstrate success in serving our clients, will have opportunities for promotion and increased compensation.
If you want to positively affect people’s lives through the power of financial awareness, enjoy providing a superior level of service, have a real passion for continuous learning, and enjoy working with like-minded individuals to learn from and share best practices with, please continue reviewing our opportunity.
“Always put the client first. No matter what.”
What you are good at We want you to bring your personality to your calls and invest in your development to help achieve client satisfaction. Our goal is that through providing world class service, you are able to earn the trust and loyalty of our clients. Some of the unique aspects about this role and the support you receive to achieve this include calls differing in scope and a focus on providing you tailored feedback and coaching. Throughout these conversations you will:
Educate clients: Engage clients in discussions involving education and navigation on accounts. Once licensed, participate in more in-depth conversations involving market conditions, trends and providing investment education.
Be an advocate for clients: Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
Use investigative skills: Resolve client issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
Be consultative: Once licensed, recommend appropriate solutions to clients which align to their goals and promote Schwab growth.
Build strong relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and clients.
Have a defined model of success: Participate in our merit based performance culture where employees feel empowered to own their career with a focus on addressing clients’ needs, personalizing each interaction, and valuing clients and their time.
What you have Resilient attitude to help achieve client satisfaction in a fast-paced call environment
A commitment to consistently improve the client experience
Ability to establish trust and rapport with clients over the phone
Robust consulting, influencing and client engagement skills
Desire to work in a collaborative team-based culture
An ownership mindset with a desire to continually develop and learn
Ability to adapt and implement changes as market and business conditions evolve
Interest in obtaining FINRA series 7 & 63 licenses:
There is a condition of employment that you will obtain the FINRA Series 7 & 63 licenses
You will be paid to participate in Schwab training classes and study groups to support your pursuit of these licenses
Once licensed, you will be promoted to a Financial Services Professional
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at firstname.lastname@example.org or call 800-275-1281.
TD Ameritrade, a subsidiary of , is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
If your qualification is matched with the requirement above, please submit your online application directly through Charles Schwab system at :
Only qualified candidates that meet with the above requirements would be processed in this recruitment.
Only short listed candidates will be notified.
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