Financial Helpdesk Associate

Financial Helpdesk Associate

Job Description of Financial Helpdesk Associate:

Through the Schwab Service Academy (SSA), you will undergo paid training, dedicated study time, and assistance in gaining licenses like the Securities Industry Essentials (SIE) and FINRA Series 7 & 63. This role serves as a unique opportunity for professional development and meaningful contributions to the finance industry.

Job Duties and Responsibilities of Financial Helpdesk Associate:

• Inform clients about investment strategies, market operations, and retirement opportunities.
• Deal with incoming phone calls, handle complex issues, and provide personalized resolutions.
• Foster and preserve solid, trust-oriented client connections.
• Enhance your professional profile by participating in the Schwab Service Academy and earning industry certifications.
• Respond to market trends and adjust offerings to better serve the changing needs of clients.
• Join forces with your team members to ensure top-notch service delivery.
• Employ diverse software solutions to provide precise and effective support services.

Qualifications and Experience of Financial Helpdesk Associate:

• Willing and able to work full-time on-site throughout the training period, with the potential for a hybrid schedule afterward.
• Readiness to work during different time slots, like evenings, weekends, and overnight hours.
• Possession of a Finance, Economics, or a relevant field bachelor’s degree from a recognized university is compulsory.
• Prior history in dealing with customer inquiries and nurturing client connections.
• Possessing strong communication skills, influencing abilities, and interpersonal competence.
• Passion for learning about finance and the securities sector, specifically revolving around equity, option, and mutual fund transactions.
• Expertise in utilizing CRM software to manage client relationships.
• Previous engagement in a Financial Representative role is a bonus.

Benefits of the Position:

• With a starting salary of $54,100, there is a possibility of reaching $61,700 within the first year depending on performance assessments and obtaining mandatory licenses.
• An annual bonus of 10% of the base salary and potential earnings is a possibility.
• Elaborate 401(k) package with employer matching funds and the option for employees to buy company stock through an Employee Stock Purchase Plan.
• The company provides paid vacation leave, opportunities for volunteering, and a 28-day sabbatical every five years for its employees.
• Career advancement opportunities and tuition reimbursement schemes are intertwined elements of employee support.
• Insurance plans that encompass health, dental, and vision services.
• Compensation for new parents taking leave and benefits for expanding their family.

Salary:

The training period offers a starting pay of $54,100, which may escalate to $61,700 after the completion of necessary licensure and meeting specific performance goals.

About Company:

Charles Schwab is a leading financial services provider committed to transforming the finance industry through innovation and exceptional client service. With a focus on empowering individuals to own their financial futures, Schwab offers a supportive culture, purpose-driven work, and abundant opportunities for professional growth. Join Schwab to make a meaningful impact in the lives of clients and be part of a company that values collaboration, integrity, and excellence.