Financial Services Representative

Charles Schwab; Lone Tree (CO); On-site; USD 59,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Client Service Professional in the United States. The role centers on answering inbound calls, delivering personalized help, and guiding clients toward their financial goals.

You will train through Schwab Service Academy to obtain SIE and FINRA licenses, enabling a meaningful career in financial services. The position offers hybrid work with on-site training and potential remote options for certain shifts after completion of training, plus a strong diversity of

Qualifications

• Passion for helping clients and delivering 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.
• Team-oriented and adaptable to change.

Responsibilities

• Answer inbound calls and guide clients toward their goals.
• Deliver personalized support with clear, empathetic communication.
• Participate in Schwab Service Academy training to earn licenses.
• Work toward earning Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses.
• Support clients through proactive education and thoughtful solutions.

Skills

Client focus

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Team player

On-site training

Education

Bachelor’s degree or higher

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Bring your passion for helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter. You don’t need a finance background;whatsets you apart is your commitment to serving others and your eagerness to learn and grow.

As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownershiptodeliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions.

We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.

If you’re ready to make an impact and build afutureyou’re proud of, this is where your journey begins.

We offercompetitivepay and bonus package that includes:

• Starting compensation of $56,900 during training ($27.36/hr.) plus anannual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase their total compensation to $64,790 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases:
  • $58,900 base($28.32/hr.)
  • 10% bonus opportunity depending on individual/corporate performance
• Evening, overnight, and weekend shifts include up to 20%additionalcompensation, dependent on shift.

What you have

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:

• 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.
• Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site.
  • After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options.
  • Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
• Exampleshiftgroups:
  • WeekdayEveningShift (Start 10am-4pm MT, Monday-Friday):In office
  • Weekend Day Shift (Startbetween5:30am-8:30am MT, includes 1-2 weekend days):Potential to workremote after training IF working both weekend daysare assigned
  • Weekend Evening/Overnight Shift (Start at 11pm MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday):Potential to work fully remote after training

Preferred qualifications:

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

#Campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

We believe great service starts with the right mindset and skills. Successful candidates demonstrate:

Requirements:

• 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.
• Ability to work8:00am – 4:30 pmMonday through Fridayduring Schwab's training program, on-site.
  • After training is complete,theabilityto workassignedshiftto accommodate business needs to includeevening, overnight,and weekend options.
  • Benefits of workingevenings,overnight, and weekendshiftsincludeincreased compensationandremote workopportunitiesfor qualifying shifts.
  • Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
• Exampleshiftgroups:
  • WeekdayEveningShift (Start 10am-4pm MT, Monday-Friday):In office
  • Weekend Day Shift (Startbetween5:30am-8:30am MT, includes 1-2 weekend days):Potential to workremote after training IF working both weekend daysare assigned
  • Weekend Evening/Overnight Shift (Start at 11pm MT Sat/Sun/Mon or 6pm MT Friday/Saturday/Sunday):Potential to work fully remote after training

Preferred qualifications:

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.

#Campus