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Client Advocate Specialist

Charles Schwab
Aurora, CO Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 3/1/2025

Job Responsibilities

You will learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. Engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. Attend the Schwab Service Academy (SSA) for paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

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