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, you have the chance to make a difference in your career. Here, we embrace creative problem-solving and innovative thinking to challenge the norms and transform the finance industry together.

Our service team at Schwab is dedicated to helping clients shape their financial futures. In this exciting role, you will learn about investment strategies, market mechanics, trading tools, and retirement options. By answering inbound calls, you will advocate for our clients and provide the best solutions to their needs. You will also have the opportunity to attend the Schwab Service Academy, which offers paid training and support as you earn your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are interested in a career in finance, enjoy collaborating in a team environment, and share our commitment to serving clients, this role is for you.

We offer competitive pay and a bonus package. Starting compensation for this location begins at $46,400 during training (increases based on related 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 $53,000 ($48,400 base, plus a 10% bonus opportunity based on individual and corporate performance) within their first year upon obtaining the required licensing and achieving performance-based pay increases.

What you have

If you don't have a background in finance, don't worry! Many successful team members at Charles Schwab come from diverse experiences. We value a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we are dedicated to making a difference in people's lives through our innovative solutions and outstanding 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 a motivation to learn about the securities industry, including the 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 using multiple computer applications

What’s in it for you

At Schwab, we value your personal and professional success. Our purpose-driven and supportive culture, along with our focus on your development, provides you with the tools you need to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balance our commitment to workplace flexibility, serving our clients, and the belief in the value of in-person collaboration on a regular basis.

We offer a competitive benefits package that takes care of your overall well-being, both now and in the future:

• 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