Client Financial Services Advisor

Charles Schwab Careers; Brownsburg (IN); Hybrid; USD 53,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Parental leave

Job summary

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients on inbound calls. You will deliver personalized support, provide education, and guide clients toward their goals with clear and empathetic communication. Training begins immediately, leading to SIE and FINRA licenses.

The role offers competitive pay, a bonus program, and flexible hybrid work arrangements after training, with opportunities for evening, overnight, and weekend shifts.

Qualifications

• Experience in delivering excellent customer service and building client relationships.
• Strong communication and active listening skills.

Responsibilities

• Answer inbound calls as the trusted voice for clients.
• Provide personalized support, education, and solutions.
• Assist clients in understanding products and navigating services.

Skills

Customer service experience

Clear communication

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients on inbound calls. You will deliver personalized support, provide education, and guide clients toward their goals with clear and empathetic communication. Training begins immediately, leading to SIE and FINRA licenses.

The role offers competitive pay, a bonus program, and flexible hybrid work arrangements after training, with opportunities for evening, overnight, and weekend shifts.