Want more jobs like this?GetjobsinSan Mateo, CAdelivered to your inbox every week.
Want more jobs like this?
GetjobsinSan Mateo, CAdelivered to your inbox every week.
Get Jobs
What you haveRequired qualificationsBachelor’s degree or equivalent work-related experienceActive and valid FINRA Series 7, 9/10 and 63 licenses3+ years' experience with customer service3-5 years in a security/financial services capacityPreferred qualificationsNotary2+ years' experience in a management/supervisory capacityOutstanding written and oral communication skills Previous experience in a direct client-facing roleStrong financial acumen, especially regarding brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues with tact and diplomacyAbility to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsWhat’s in it for youAt Schwab, we’re committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.We offer a competitivebenefits packagethat takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
