Financial Services Customer Support

  • Full-time
  • Company: Charles Schwab

Company Description

Jobs for Humanity is partnering with Charles Schwab to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.

Company Name: Charles Schwab

Job Description

Position Type: Regular Your Opportunity

At Schwab, we believe that everyone has the power to shape their own career and make a positive impact. We encourage innovative thinking and creative problem-solving to challenge the norms and transform the finance industry together.

Our service team plays a vital role in helping our clients take control of their financial future. In this exciting position, you will learn about investment strategies, trading tools, market dynamics, and retirement options in order to educate and advocate for our clients. You will be answering inbound calls, taking ownership of complex issues, and providing the best possible solutions. As part of your professional journey, you will have the opportunity to attend the Schwab Service Academy, where you will receive paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you have a passion for finance, enjoy working in a team, and are dedicated to serving clients, we invite you to join us in this role.

We offer a competitive pay and bonus package, starting at $46,400 during training (with increases based on related experience). You will also have the opportunity to earn an annual bonus of 10% of your base pay and other eligible earnings. As you progress in your career and obtain the required licenses, you have the potential to increase your total compensation to $53,000 ($48,400 base, plus a 10% bonus opportunity based on individual/corporate performance) within your first year.

What You Have

At Charles Schwab, we welcome candidates from diverse backgrounds and experiences. You don't need to be a finance expert to succeed here. We value a growth mindset, a willingness to learn, and a passion for helping others. Our goal is to make a difference in people's lives through our innovative solutions and world-class service.

Required Qualifications:

  • Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications:

  • Previous customer service experience
  • Previous client relationship experience
  • Bachelor’s degree or higher in Finance, Economics, or a related field from an accredited university
  • Ability to adapt to changes in the market and business
  • Eagerness to learn about finance
  • Passion for serving clients and understanding the securities industry
  • Strong communication, influencing, and client engagement skills
  • Desire to be part of a supportive and collaborative team
  • Proven success in using multiple computer applications

#Campus

What’s in It for You

At Schwab, we are committed to your personal and professional success. Our purpose-driven and supportive culture, along with our focus on your development, provides you with the tools to make a positive difference in the finance industry. We believe in the value of both workplace flexibility and in-person collaboration, which is why we offer a Hybrid Work and Flexibility approach.

Our benefits package takes care of your overall well-being and includes:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions)
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Thank you for considering a career with us. We look forward to hearing from you soon. Best regards, [Your Name]
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