Financial Services Advisor – Client Impact

Charles Schwab; Indianapolis (IN); On-site; USD 56,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation & volunteering

28-day sabbatical after 5 years of服务

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Indianapolis is seeking a client-focused Call Center Specialist to provide financial guidance and build trusted relationships with clients. You’ll respond to inbound calls, own issues, and strive for the best solution while leveraging your FINRA licenses and CRM tools.

Starting pay ranges from $56,300 to $64,800 with a 10% annual bonus opportunity and additional eligible earnings, plus benefits. Flexibility for 24/7 coverage and a collaborative team culture are highlighted.

Qualifications

• 3+ lines of customer service experience or related client interaction is preferred.
• Bachelor's degree in Finance, Economics or related field is required.
• FINRA licenses (Series 7 & 63) are required or in process.

Responsibilities

• Answer inbound calls and provide financial guidance to clients.
• Build lasting relationships with clients with trust and respect.
• Tackle complex issues to offer the best possible solution and own the outcome.

Skills

Customer service experience

Client relationship management

Flexibility

Education

Bachelor's degree in Finance or Economics

FINRA Series 7 & 63 licenses

Tools

CRM platforms

Job description

Charles Schwab in Indianapolis is seeking a client-focused Call Center Specialist to provide financial guidance and build trusted relationships with clients. You’ll respond to inbound calls, own issues, and strive for the best solution while leveraging your FINRA licenses and CRM tools.

Starting pay ranges from $56,300 to $64,800 with a 10% annual bonus opportunity and additional eligible earnings, plus benefits. Flexibility for 24/7 coverage and a collaborative team culture are highlighted.