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Client-Focused Financial Services Pro

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bilingual, Bank Customer Service
Job Description & How to Apply Below
A financial services firm is looking for a Financial Services Representative. In this role, you will educate clients about investment strategies, provide excellent customer service, and resolve issues when they arise. The ideal candidate is flexible, has a customer service background, and is eager to learn about finance. You will receive extensive training and support while working in a collaborative environment.

Additional benefits include a competitive salary and robust company benefits.
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