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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $26.92 - $44.38
Work Schedule
Standard Hours
Benefits
401(k) with Company Match
Employee stock purchase plan
Paid Time Off
paid volunteer time
28-day sabbatical after five years
Paid parental leave
Tuition Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Charles Schwab is a leading financial services firm committed to helping clients achieve their financial goals through comprehensive and personalized solutions. Founded with a mission to provide the highest level of customer service and innovative financial products, Charles Schwab has grown into a trusted name in the wealth management and brokerage industry. The Santa Rosa, CA branch operates as part of this esteemed network, delivering expert financial services and advice locally while maintaining the strength and resources of a national firm. The company prides itself on fostering a culture of inclusion, development, and collaboration, empowering its employees to thrive and... Show More
Job Requirements
- High school diploma or equivalent
- One or more years of client or customer service experience
- Ability to communicate effectively both orally and in writing
- Ability to work independently and collaboratively in a team
- Basic knowledge of financial services and brokerage regulations preferred
- Willingness to pursue Series 7 and 63/66 licenses if aligned with career goals
- Ability to manage multiple tasks and priorities efficiently
- Strong interpersonal skills to build client and internal relationships
- Must be detail-oriented and organized
Job Qualifications
- One or more years of client or customer service experience
- Previous experience in financial services or wealth management preferred
- Ability to handle client needs tactfully and diplomatically
- Outstanding written and oral communication skills
- Experience working independently and in a team environment
- Ability to handle multiple tasks simultaneously
- Basic understanding of brokerage regulations and client account rules
- Willingness to become a Notary if required
Job Duties
- Assist Client Relationship Manager and Branch Manager with daily operational tasks
- Deliver high-quality client service with tact and diplomacy
- Manage multiple client needs simultaneously
- Build and maintain effective cross-enterprise working relationships
- Understand brokerage regulations affecting client accounts
- Support client service excellence to achieve branch goals
- Potentially serve as a Notary and handle related client documentation
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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