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, everyone has the power to have a meaningful career. We value fresh ideas, problem-solving, and working together to transform the finance industry.

Our service team plays a crucial role in helping our clients secure their financial futures. In this exciting position, you'll learn about investment strategies, trading tools, market mechanics, and retirement options. By answering incoming calls, you'll provide assistance and solutions to clients, serving as their advocate. As part of your professional development, you'll attend the Schwab Service Academy, which offers paid training, study time, and support to help you obtain the necessary licenses for your career in finance. If you're enthusiastic about finance, enjoy working 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 location begins at $49,192 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. In their first year, employees have the potential to increase their total compensation to $56,307 ($51,189 base, plus a 10% bonus opportunity based on individual/corporate performance) after obtaining the required licenses and achieving performance-based pay increases.

What You Bring

If you're not a finance expert, that's okay! We believe that people from diverse backgrounds can succeed at Charles Schwab. To thrive in this role, you should have a growth mindset, a willingness to learn, and a passion for helping others. At Charles Schwab, we strive to make a positive impact on people's lives through our innovative solutions and exceptional 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 learning about the securities industry, including basic principles of equity, option, and mutual fund transactions
• Excellent communication, influencing and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proven success in navigating multiple computer applications

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