Finance Customer Service

Charles Schwab; Plano (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company is seeking a Financial Services Representative who will educate clients about investment strategies and provide excellent customer service. Candidates should possess a growth mindset and a desire to serve clients, with preferred qualifications including a bachelor's degree in finance or economics and prior customer service experience. This role offers competitive benefits, including a 401(k), paid time off, and tuition reimbursement.

Benefits

401(k) with company match

Paid time for vacation

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Candidates must be located within a commutable distance to corporate offices.
• Must adapt to changes in the market and business.
• Proven success navigating multiple computer applications.

Responsibilities

• Educate clients about investment strategies and trading tools.
• Engage with clients and answer inbound calls.
• Tackle complex issues to offer the best solutions.

Skills

Flexibility to work any day, time, or shift

Previous customer service experience

Eagerness to learn about finance

Robust communication skills

Education

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

Job description

Finance Customer Service

Position Type: Regular

We're hiring! Join our Virtual Hiring Event to learn about our Financial Services Representative role, build connections with current team members, and interview with one of our Talent Advisors.

If you're passionate about serving clients and building an impactful career, this event is for you! Register now and choose from one of our two virtual sessions: October 8th at 12pm CDT or October 9th at 5pm CDT.

This opportunity is based in several locations, including Austin, TX, Indianapolis, IN, Lone Tree, CO, Omaha, NE, Orlando, FL, Phoenix, AZ, and Westlake, TX. Candidates must be located within a commutable distance to our corporate offices.

About the Role

In this exciting role, you'll educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with clients, answer inbound calls, and tackle complex issues to offer the best possible solution. You'll also attend the Schwab Service Academy, which provides paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.

Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.

Required Qualifications

• Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs

Preferred Qualifications

• Previous customer service experience
• Previous client relationship experience
• Bachelor's degree or higher in Finance, Economics, or related field from accredited university
• Ability to adapt to changes in the market and business
• Eagerness to learn about finance
• Passion for client service
• Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
• Robust communication, influencing, and client engagement skills
• Desire to be part of a supportive and collaborative team
• Proven success navigating multiple computer applications

What's in it for you

We offer a competitive package that takes care of the whole you – both today and in the future, including:

• 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

EOE, including disability/vets.