Charles Schwab is a financial services company that empowers employees to make an impact on their careers. They are seeking a Financial Services Representative who will provide personalized support to clients through effective communication and problem-solving. The role includes answering inbound calls and delivering exceptional client experiences while receiving training to obtain necessary financial licenses.

Responsibilities

• Answering inbound calls, listening actively, and taking ownership to deliver personalized support
• Each interaction is an opportunity to 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

• Annual bonus opportunity of 10% of your base pay and other eligible earnings
• 10% bonus opportunity depending on individual/corporate performance
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
• Paid training in the Schwab Service Academy
• Earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses
• Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
• Potential to work remote after training IF working both weekend days are assigned
• Potential to work fully remote after training

Company Overview

Company H1B Sponsorship