Finance Customer Care Specialist - Hybrid/Remote

Charles Schwab Careers; Plattsmouth (NE); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

Hybrid work options

Paid training

Licensing support

Job summary

Charles Schwab is seeking a Financial Services Representative to respond to inbound client calls with a focus on personalized service and education. The role emphasizes clear communication, empathy, and problem-solving to guide clients toward their financial goals.

You will undergo paid training at Schwab Service Academy, gain SIE and FINRA Series 7 & 63 licenses, and have opportunities for increased compensation with licensed performance-based pay and shift-based premiums.

Qualifications

• Experience in customer service or client relationships.
• Bachelor's degree or higher.
• Willingness to train and obtain licenses (SIE, FINRA Series 7 & 63).

Responsibilities

• Answer inbound calls and provide personalized support.
• Guide clients toward their goals through clear, empathetic communication and proactive education.
• Participate in Schwab training and obtain required licenses (SIE, FINRA Series 7 & 63).
• Work shifts including evenings, overnights, and weekends after training as needed.

Skills

Customer service

Communication

Empathy

Problem solving

Education

Bachelor's degree or higher

Job description

Charles Schwab is seeking a Financial Services Representative to respond to inbound client calls with a focus on personalized service and education. The role emphasizes clear communication, empathy, and problem-solving to guide clients toward their financial goals.

You will undergo paid training at Schwab Service Academy, gain SIE and FINRA Series 7 & 63 licenses, and have opportunities for increased compensation with licensed performance-based pay and shift-based premiums.