Financial Services Representative
- Full-time
- Company: Charles Schwab
Company Description
Company Name: Charles Schwab
Job Description
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 at Schwab is dedicated to helping clients achieve their financial futures. As a member of this team, you will have the opportunity to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. By answering inbound calls, you will advocate for our clients and provide the best possible solutions to their complex issues. You will also have the chance to further your professional journey by attending the Schwab Service Academy, where you will receive paid training, study time, and support to obtain licenses required in the industry. If you are interested in pursuing a career in finance, enjoy working collaboratively in a team, and share our passion for serving clients, this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this position begins at $50,400 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 $57,657 within their first year upon obtaining required licenses and achieving performance-based pay increases.
What You HaveAt Schwab, we welcome individuals from various backgrounds. You don't need to be a finance expert to thrive here. 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 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 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 and motivation to learn about the securities industry
- Robust communication, influencing, and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proven success navigating multiple computer applications
#campus
What’s in it for YouAt Schwab, we are dedicated to empowering your personal and professional success. Our purpose-driven and supportive culture ensures that you have the tools you need to make a positive difference in the finance industry. We believe in a hybrid work and flexibility approach, which allows us to provide the best service to our clients while supporting workplace flexibility.
We offer a comprehensive benefits package that takes care of your holistic well-being:
- 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 for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
If you're interested in this opportunity, please fill out the form below and we will get back to you shortly:
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