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Broker Trainee Program

Charles Schwab

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Job Snapshot

Location:

Fishers, IN 46038 ( map it!

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Employee Type:

Full-Time

Industry:

Banking - Financial Services

Manages Others:

Not Specified

Job Type:

Customer Service

Experience:

At least 1 year(s)

Relocation Covered:

Post Date:

11/5/2009

Contact Information

Ref ID:

DMY1316_5402

Description Broker Trainee Program
Fishers, IN
(Client Service & Support, Schwab Investor Services)

Charles Schwab's purpose is to help everyone become financially fit.
Through advocacy and innovation, Schwab has worked to make investing
more affordable, more accessible and more understandable for all.
For more than three decades, The Charles Schwab Corporation has been
an advocate for individual investors and the independent advisors who
serve them.

At Schwab, we respect the unique differences of our employees, our
clients and the communities we serve � striving to create a
consistent and rewarding employee experience. If you share our
enthusiasm for helping others, building trusted relationships,
possess high ethical standards, and have a desire to learn and grow,
there's a place for you at Schwab!

SUMMARY AND RESPONSIBILITIES:

As a Broker Trainee at Charles Schwab, you will pursue our mission
and values through:

Receiving paid training (under a Condition of Employment) to
acquire the knowledge for, and obtain, Series 7 and 63 broker
licenses, becoming a licensed Charles Schwab broker.

Utilizing a passion for customer service, positive energy, and
problem solving skills to connect with our clients via inbound
and outbound calls.

Assessing and resolving client issues at a moment's notice,
helping them navigate Schwab products and services.

Delivering unparalleled value and outstanding service to our
clients in order to build and maintain client loyalty.

Placing trades, uncovering business development opportunities,
discussing the latest market trends, responding to research
requests and providing investment advice/education to our
clients (once a licensed broker).

Trainees work in highly collaborative teams in an inclusive
environment, and are paid a salary (rather than the pressure of
commissions), receiving additional compensation for overtime hours.
In addition, our Client Service & Support bonus program rewards
client satisfaction, client retention, and profitable company
growth. We invest in our employees through several weeks of paid
training every year (including several weeks of training during the
first year) and through an extensive benefits program. Schwab
employees also have the opportunity to take part in community service
projects and other company events.

If you want to work with a financial services firm that values
integrity, open communication, perseverance and a relentless focus on
helping clients achieve their life goals, consider a career at
Charles Schwab.

QUALIFICATIONS:

Minimum required qualifications are:

Passion for service with strong client-focus and the desire to
help people

Positive attitude, enthusiasm, professionalism and strong work
ethic with high level of integrity and ethics

Excellent communication and interpersonal skills, especially
the ability to listen and to explain complex subjects

Strong technical skills, including knowledge of Windows,
internet searching, database systems, and email

Ability to work a flexible shift, which may include early
morning hours, late night hours, or weekend hours

As a condition of employment, you must either currently
possess valid Series 7 and 63 licenses or pass applicable
examinations and become registered no later than 180 days
after the start of your Examination Training course, which
will be scheduled within the first 150 days of your employment.

In addition, ideal candidates will have:

Bachelor's degree in finance, economics, business
administration, or related area

At least 1 year work experience in financial services,
operations, client support, or call center with basic
financial industry experience or knowledge

Trainees are compensated with an annualized salary of $34,000, plus a
target bonus and the potential for overtime. In addition, Schwab
provides paid training and an extensive benefits package including
paid vacation and sick time, 401(k) with company match, employee
stock purchase plan, medical/dental/vision insurance, and much more.

*Please note- In order to be considered for this role you must
complete a client focus assessment. Following your submission, you
will receive an email from Schwab Careers with a link for this
assessment. Please ensure that your security settings for your email
account are set low-enough to receive email responses from Charles
Schwab.**

Requirements Customer Service experience

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