Note: The job is a remote job and is open to candidates in USA. Charles Schwab is seeking a Financial Services Representative to support clients and deliver meaningful service experiences. The role involves answering inbound calls, listening actively, providing personalized support, educating clients, and offering thoughtful solutions while completing training and licensing requirements.
Responsibilities
- Answering inbound calls, listening actively, and taking ownership to deliver personalized support
- Create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions
Skills
- A 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
- Working as part of a supportive team and adapting to change
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options
- Previous customer service or client relationship experience
- Bachelor's degree or higher
Benefits
- Paid training in the Schwab Service Academy
- Training support to earn Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses
- An annual bonus opportunity of 10% of your base pay and other eligible earnings
- Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
- Potential to work remote after training if working both weekend days are assigned
- Potential to work fully remote after training for the Weekday Overnight Shift
- Potential to work fully remote after training for the Weekend Evening/Overnight Shift
Company Overview
Company H1B Sponsorship