Financial Services Rep: Remote Options & Growth Path

Charles Schwab Careers; Indianapolis (IN); Ibrido; USD 53.000 - 62.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descrizione del lavoro

Charles Schwab is seeking a Financial Services Representative to be the trusted voice for clients, answering inbound calls and delivering personalized support. The role emphasizes clear communication, empathy, and proactive education while training for SIE and FINRA licenses.

The company offers a mix of on-site training and hybrid/remote work options, with competitive pay and a bonus package. Growth and continuous learning are core to Schwab's culture.

Competenze

• 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.

Mansioni

• Answer inbound calls and deliver personalized support to clients.
• Listen actively to client needs and provide clear guidance.
• Participate in Schwab Service Academy training to earn industry licenses.

Conoscenze

Customer service

Clear communication

Empathy

Problem-solving

Growth mindset

Teamwork

Adaptability

Formazione

Bachelor's degree or higher

Descrizione del lavoro

Charles Schwab is seeking a Financial Services Representative to be the trusted voice for clients, answering inbound calls and delivering personalized support. The role emphasizes clear communication, empathy, and proactive education while training for SIE and FINRA licenses.

The company offers a mix of on-site training and hybrid/remote work options, with competitive pay and a bonus package. Growth and continuous learning are core to Schwab's culture.