Financial Services Representative

About the Role

Charles Schwab is seeking a Financial Services Representative to join their service team. This role involves guiding clients toward their goals and delivering exceptional experiences. The position does not require a finance background, but emphasizes a commitment to serving others and a desire to learn and grow.

Key Responsibilities

• Answer inbound calls.
• Listen actively to clients.
• Take ownership to deliver personalized support.
• Create exceptional experiences through clear, empathetic communication.
• Provide proactive education to clients.
• Offer thoughtful solutions to client needs.

Requirements & Tech Stack

• Passion for helping clients and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Ability to work as part of a supportive team and adapt to change.
• Ability to work 8:00 am – 4:30 pm Monday through Friday on-site during the Schwab Service Academy training program.
• After training, ability to work assigned shifts to accommodate business needs, including evening, overnight, and weekend options.
• Evening, overnight, and weekend shifts include up to 20% additional compensation.
• Remote work opportunities for qualifying shifts after training is complete.

Example shift groups and potential for remote work:

• Weekend Day Shift (Start between 6:30 am-9:30 am CST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned.
• Weekday Evening Shift (Start 11 am-5 pm CST, Monday-Friday): In office.
• Weekday Overnight Shift (Start 7:30 pm CST, Monday-Thursday): Potential to work fully remote after training.
• Weekend Evening/Overnight Shift (Start at 12 pm CST Sat/Sun/Mon or 7 pm CST Friday/Saturday/Sunday): Potential to work fully remote after training.

Qualifications

• Commitment to serving others.
• Eagerness to learn and grow.
• Securities Industry Essentials (SIE) license (training provided).
• FINRA Series 7 & 63 licenses (training provided).

Preferred Qualifications:

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

Compensation & Benefits

During Training:

• Starting compensation of $54,100 ($26.01/hr.).
• Annual bonus opportunity of 10% of base pay and other eligible earnings.

Potential within 1st Year (upon licensing and performance):

• Base compensation of $56,100 ($26.98/hr.).
• 10% bonus opportunity depending on individual/corporate performance.
• Additional compensation for evening, overnight, and weekend shifts (up to 20%).

Benefits Package:

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time 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.