Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Monica Michele Cauley
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
We’ve come to expect that technology can assist, enable, and amplify our lives. As more and more industries have transformed, we’ve grown to anticipate changes that make us better, smarter, and more efficient.
Today, that transformation has come to the world of investing with Schwab Intelligent Portfolios. It’s the innovation that fundamentally transforms the investing landscape with ground-breaking, technology. It brings highly sophisticated, fully-automated, institutional-grade expertise to everyday investors.
Schwab is also taking financial planning to the next level with the launch of Schwab Intelligent Advisory. Schwab Intelligent Advisory leverages innovative technology, interactive, online planning and access to a CERTIFIED FINANCIAL PLANNER™ in order to create, implement and monitor a personalized financial plan.
We are currently offering the opportunity for dynamic and engaging individuals to join the Schwab Intelligent Services team that supports our Schwab Intelligent Portfolios and Schwab Intelligent Advisory digital solutions. Schwab Intelligent Services is part of the Planning and Portfolio Group, which supports five critical businesses including Schwab Private Client, Schwab Intelligent Advisory, Schwab Intelligent Services, Wealth Strategies Group and Portfolio Solutions Group.
Fundamentally, we believe all investors should have access to advice and financial planning without compromise and without the high cost typically associated with these services. We help clients achieve their financial goals through proactive wealth management solutions found on a financial plan and utilize a rigorous investment methodology. With a focus on inspiring client loyalty and a commitment to employee engagement through career development, we support clients and employees in reaching their goals.
Our Financial Service Professionals inspire client loyalty by being the “Voice of Schwab” for our clients. Each interaction allows us the opportunity to build personalized relationships with each client. In turn, our clients have entrusted us with over $30B in assets under management within our digital advisory solutions. Results like this don’t just happen, they are earned! We are honored to have earned the trust and relationships we have with our clients.
What you’ll do:
As a Financial Service Professional within Schwab Intelligent Services, you will support Schwab’s two digital advisory solutions – Schwab Intelligent Portfolios and Schwab Intelligent Advisory. You will provide clients world-class service over phone, email and chat to understand their service needs and help them plan for their financial futures. You will also work with our Planning Consultants and Branch network partners to support their client interactions.
Additionally, you will have the opportunity to:
Demonstrate a strong understanding of the markets, empathy, energy, and problem solving while delivering unparalleled value and outstanding service to our clients.
Respond to client research and service requests regarding Schwab Intelligent Portfolios, including questions about the portfolio, financial markets, cashiering, and account opening and funding.
Respond to client requests about Schwab Intelligent Advisory, including how to schedule an appointment, completing the online planning experience, and account opening and funding.
Provide investment education to our clients to empower them to make well-informed financial decisions
Engage clients in needs-based dialogue to gain a thorough understanding of their needs and to position the appropriate Schwab solutions and relationships
Uncover development opportunities to further deepen our clients’ overall relationship with Schwab
Be part of a fast-paced environment where you will work on a small, highly collaborative team of 10-12 professionals with a supportive manager focused on your professional development and coaching to achieve your long-term career aspirations
What you have:
Active FINRA Series 7 & 63 licenses
Minimum 1 year financial services experiences (2 years preferred)
Demonstrated passion for service, financial planning and investing; strong client-focus and the desire to build and deepen relationships during each interaction using needs-based consultative approach
Well-developed and effective writing skills
Ability to multi-task and process concurrent chats
Ability to deliver a high level of customer service via Client Chat, Email, and phone
Moxie platform experience (preferred)
Able to utilize non-verbal cues to better understand client needs and motivations; able to empathize with others' needs and respond sensitively; able to use good judgment when responding, and take action in order to successfully meet the client’s objectives.
Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Proven work ethic with a high level of integrity to build trust with our clients and internal partners
Collaborative and relationship-focused work style with demonstrated success in a team environment.
Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations
Able to work in a structured schedule and a variety of shifts, which may include market (M-F daytime) hours, late nights, early mornings, and/or weekends as pre-determined by business need.
Bachelor’s degree in finance, economics, business administration, or related area (preferred).
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 7
Relevant Work Experience: Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs
Position Located In: TX - Westlake
Job Type: Full Time
Category:Customer Service/Client Service
Activation Date: Tuesday, August 7, 2018
Expiration Date: Thursday, November 1, 2018