Client-Focused Finance Services Rep — Training & Licensing

Charles Schwab; Phoenix (AZ); Hybrid; USD 53,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking candidates for a training-focused role in Phoenix to help clients with investment strategies and trading tools. You will learn to answer inbound calls, own issues, and pursue required licenses through the Schwab Service Academy.

Starting compensation begins at $52,800 during training, with a 10% annual bonus opportunity and potential to reach about $60,280 in the first year after licensing and performance-based increases.

Qualifications

• Experience in customer service or call-center roles.
• Ability to build client relationships and resolve issues.
• Strong communication and problem-solving abilities.

Responsibilities

• Answer inbound calls and provide solutions to clients.
• Educate clients on investment strategies and tools.
• Attend Schwab Service Academy and pursue licenses as required.

Skills

Customer service

Client relationship management

Communication skills

Problem solving

Education

Bachelor’s degree or higher in Finance, Economics, or related field

Job description

Charles Schwab is seeking candidates for a training-focused role in Phoenix to help clients with investment strategies and trading tools. You will learn to answer inbound calls, own issues, and pursue required licenses through the Schwab Service Academy.

Starting compensation begins at $52,800 during training, with a 10% annual bonus opportunity and potential to reach about $60,280 in the first year after licensing and performance-based increases.