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

Position Type: Regular Your Opportunity

At Schwab, we believe that everyone has the power to make a difference in their career. We encourage innovative thinking and creative problem-solving to challenge the status quo and transform the finance industry together.

Our service team plays a crucial role in helping our clients achieve their financial goals. In this exciting role, you'll learn about investment strategies, trading tools, market mechanics, and retirement choices. As an advocate for our clients, you'll provide support and guidance through inbound calls, taking ownership of complex issues to find the best solutions. You'll also have the opportunity to attend the Schwab Service Academy, where we provide paid training, study time, and support for you to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you're passionate about finance, enjoy working in a team, and love serving clients, this role is perfect for you.

We offer a competitive pay and bonus package. Starting compensation for this position is $50,500 during training (increases based on experience), with an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,750 ($52,500 base + 10% bonus opportunity depending on performance) within their first year after obtaining the required licenses and achieving performance-based pay increases.

What You Have

If you're not a finance expert, that's okay! At Charles Schwab, we value people from diverse backgrounds and experiences. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. We strive to make a positive impact in people's lives through our innovative solutions and world-class service.

Required Qualifications

• Flexibility to work any day, time, or shift as needed for our 24/7 contact center

Preferred Qualifications

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

#Campus