Finance Customer Service

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work flexibility

Job summary

Charles Schwab is seeking a Financial Services Representative to handle inbound client calls, deliver personalized guidance, and help clients reach their financial goals. You will train through Schwab Service Academy, earn SIE and FINRA licenses, and participate in a compensation plan that includes base pay plus bonuses.

Starting pay during training is $52,900 with a 10% annual bonus, with potential to reach $61,700 in the first year upon licensing and performance.

Qualifications

• Experience in customer service and building client relationships.
• Strong communication skills with the ability to explain complex information clearly.
• Growing through feedback with a positive, growth-oriented mindset.
• Comfort with learning and applying financial services basics.

Responsibilities

• Answer inbound calls and assist clients with their goals.
• Provide personalized support and proactive guidance.
• Communicate clearly and empathetically to resolve issues.
• Support training and licensing processes during the program.

Skills

Customer service experience

Client relationship experience

Education

Bachelor's degree or higher

Job description

Position Type: Regular
Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don't need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Financial Services Representative, you'll be the trusted voice on the other end of the line. 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.

We'll support your growth from day one. Through paid training in the Schwab Service Academy, you'll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

If you're ready to make an impact and build a future you're proud of, this is where your journey begins.

We offer competitive pay and bonus package that includes:

• Starting compensation of$52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $61,700.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
• • $54,900.00 base ($26.40/hr.)
  • 10% bonus opportunity depending on individual/corporate performance
  • Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:

• 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 8:00 am - 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.
  • Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
• Example shift groups:
  • Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
  • Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
  • Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
  • Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training

Preferred qualifications:

• Previous customer service or client relationship experience.
• Bachelor's degree or higher.

#Campus

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance