Nexidia Jobs in Texas (NOW HIRING)

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Service Academy Nesting program seeks to create aThrough Clients' Eyes Serviceenvironment for our new hires by focusing on operational excellence, First CallResolution,and the overall reduction of client effort.The SSA Nesting team partners with Training, Licensing and CS&S leaders, providing onsite support among new hires while serving clients. This support comes in different formats from MS Team chat support, live monitoring and Nexidia Call Evaluations. The coaching and feedback to new hires focuses on providing accurate information, using EDGE Service Skills behaviors highlighting Schwab’s Power of One and “Through Clients’ Eyes” strategy.

As a mentor, you will have the opportunity to:

• Observe Nesting Manager lead cohort huddles and debriefs.
• Educate and support professionals during Nesting phases (Service Essentials, Service Essentials Advanced, and Trading Essentials).
• Provide support, resources, and actionable feedback to new hire professionals on client interactions, live and via chat.
• Develop coaching skills via review of live monitoring, conduct side-by-sides, listen to recorded calls documented in Nexidia.
• Ensure consistency in all client interactions through coaching and feedback.
• Serve CS&S clients to ensure that mentors maintain World Class Service skill sets during new hire professional’s classroom and licensing phases.
• Motivate, inspire, and instill confidence for licensed professional to develop their career.
• Other duties as assigned.

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• FINRA Series 7 and 63 licenses
• Prior experience in support of SSA program
• Excellent verbal and written communication skills, including strong facilitation skills
• CS&S Front-line experience
• Strong knowledge of the securities industry and investment vehicles (e.g., IRA, brokerage accounts, etc.)

Preferred Qualifications:

• FINRA Series 9/10
• Self-directed, self-motivated, and able to work independently on a variety of tasks
• Excellent time management and organizational skills
• Exhibited success in creating a “through the client’s eyes” experience with a focus on proactive and productive conversations
• Passion in mentoring others in teaching processes, coaching processes, and employee development skills for future leadership success

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

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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