Financial Services Rep: Remote & Growth Path

Charles Schwab Careers; Greenwood (IN); Hybrid; USD 53,000 - 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

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients, answering inbound calls, listening actively, and delivering personalized support. No finance background required—your willingness to learn and help others matters most, and training is provided.

During Schwab's Service Academy, you'll gain SIE and FINRA licenses, eligible for a competitive pay package and potential remote shifts after training.

Qualifications

• Experience in customer service or client relationships.
• Bachelor's degree or higher required.

Responsibilities

• Serve as the trusted voice for clients, answering inbound calls and delivering personalized support.
• Communicate clearly and empathetically to educate clients and resolve issues.

Skills

Customer service

Client relationship management

Education

Bachelor's degree or higher

Job description

Charles Schwab Careers is seeking a Financial Services Representative to be the trusted voice for clients, answering inbound calls, listening actively, and delivering personalized support. No finance background required—your willingness to learn and help others matters most, and training is provided.

During Schwab's Service Academy, you'll gain SIE and FINRA licenses, eligible for a competitive pay package and potential remote shifts after training.