Client Service Pro: Remote Options & Growth in Finance

Charles Schwab; Lone Tree (CO); Hybrid; USD 59,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Client Service Professional in the United States. The role centers on answering inbound calls, delivering personalized help, and guiding clients toward their financial goals.

You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial services. The position offers hybrid work with on-site training and potential remote options for certain shifts after completion of training, plus a strong diversity of

Qualifications

• Passion for helping clients and delivering 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.
• Team-oriented and adaptable to change.

Responsibilities

• Answer inbound calls and guide clients toward their goals.
• Deliver personalized support with clear, empathetic communication.
• Participate in Schwab Service Academy training to earn licenses.
• Work toward earning Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses.
• Support clients through proactive education and thoughtful solutions.

Skills

Client focus

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

On-site training

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring a Client Service Professional in the United States. The role centers on answering inbound calls, delivering personalized help, and guiding clients toward their financial goals.

You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial services. The position offers hybrid work with on-site training and potential remote options for certain shifts after completion of training, plus a strong diversity of