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Correspondence Representative Associate

Phoenix, Arizona

Requisition ID 2023-94937 Category Customer Service / Client Service Position type Regular Salary USD $41,800 - $55,000 / Year

Your Opportunity

We are champions of investors and those who serve them and are looking for additional champions to join our company as an eServices Financial Professional. eServices is a specialty segment of Client Service & Support that works closely with support departments, phone teams, and business partners throughout the company to turn each client into a Schwab promoter. Our team members receive extensive training and internal support that allows them to be successful in service delivery, conducting detailed needs-based conversations that build long-term relationships with our clients.

As an eServices Financial Professional you’ll have the opportunity to:

  • Expand the company's relationships with clients by providing a full spectrum of services through chat and email channels.
  • Prioritize multiple client chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
  • Work reciprocally with other professionals and managers in cross team initiatives to improve the organization and the eServices business model.
  • Gain exposure to a broad array of client scenarios, further developing your Schwab skill set.
  • Fully demonstrate your Schwab expertise, utilizing solid written and verbal communication to service clients, and attract new business to Schwab.

Learn more about our WFP here.

What you have

  • Series 7 & 63 licenses preferred; unlicensed hires will need to obtain licensing and are subject to a condition of employment
  • Outstanding customer service experience  
  • Well-developed and effective writing skills to establish trust and rapport with clients through written communication
  • Ability to engage clients and prospects via concurrent chats as well as email and phone
  • Effective research and problem solving abilities to fulfill client and prospect requests timely
  • Quickly uncover client’s needs and motivations, empathizing with others' needs and respond sensitively; demonstrates good judgment when responding, and takes action in order to successfully meet the client's objectives
  • Ability to quickly learn new technology and utilize a variety of data and systems in order to passionately determine solutions to clients financial needs
  • Open to working in a structured schedule amongst 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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

What’s in it for you

At 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Eligible Schwabbies receive

  • Medical, dental and vision benefits

  • 401(k) and employee stock purchase plans

  • Tuition reimbursement to keep developing your career

  • Paid parental leave and adoption/family building benefits

  • Sabbatical leave available after five years of employment