Finance Customer Service Pro (Remote After Training)

Charles Schwab Careers; Noblesville (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

Paid parental leave and family support

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers is hiring a Financial Services Representative in the United States. You will be the trusted voice on inbound calls, guiding clients toward their financial goals with personalized, empathetic support. Training is provided to earn SIE and FINRA licenses, enabling career growth.

Post-training, flexible shifts including evenings, overnights, and weekends may be remote or hybrid, with competitive pay and a bonus program. A strong client-service mindset is essential.

Qualifications

• 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 adaptability to change.
• Ability to work 8:00 am - 4:30 pm during Schwab's training program, on-site.
• Post-training shifts may include evenings, overnights, and weekends with remote options.

Responsibilities

• Answer inbound calls and provide personalized support.
• Guide clients toward their goals with proactive education and solutions.
• Deliver a high-quality experience through clear, empathetic communication.
• Earn licenses (SIE, FINRA Series 7 & 63) during training to advance careers.

Skills

Customer service

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Adaptability

Availability

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is hiring a Financial Services Representative in the United States. You will be the trusted voice on inbound calls, guiding clients toward their financial goals with personalized, empathetic support. Training is provided to earn SIE and FINRA licenses, enabling career growth.

Post-training, flexible shifts including evenings, overnights, and weekends may be remote or hybrid, with competitive pay and a bonus program. A strong client-service mindset is essential.