Financial Services Rep: Remote-Eligible Client Support

Charles Schwab; Orlando (FL); Hybrid; USD 54,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Services Representative to be the trusted voice on the line, answering inbound calls and guiding clients toward their goals with clear, empathetic communication.

You will train through the Schwab Service Academy to earn SIE and FINRA licenses, enabling meaningful advancement in financial services and flexible shift options after training. Competitive pay and bonus opportunities are included.

Qualifications

• 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.
• Training hours: 8:00am – 4:30pm, Monday–Friday, on-site during Schwab's training program.

Responsibilities

• Answer inbound calls and deliver personalized support.
• Communicate clearly and empathetically to guide clients toward goals.
• Provide proactive education and thoughtful solutions to clients.

Skills

Customer service

Communication

Empathy

Growth mindset

Problem solving

Team collaboration

Education

Bachelor's degree or higher

Job description

Charles Schwab is seeking a Financial Services Representative to be the trusted voice on the line, answering inbound calls and guiding clients toward their goals with clear, empathetic communication.

You will train through the Schwab Service Academy to earn SIE and FINRA licenses, enabling meaningful advancement in financial services and flexible shift options after training. Competitive pay and bonus opportunities are included.