Financial Services Specialist - Remote & Growth

Charles Schwab Careers; Brownsburg (IN); Hybride; USD 53 000 - 62 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Paid time off

Résumé du poste

Charles Schwab is hiring a Financial Services Representative to be the trusted voice on the other end of the line, answering inbound calls and delivering personalized support. You will undergo paid training in the Schwab Service Academy to earn SIE and FINRA Series 7 & 63 licenses, unlocking a career in financial services.

The role offers a structured training path, opportunities for remote work after training on eligible shifts, and a competitive pay/bonus package with potential growth in total

Qualifications

• Experience delivering exceptional customer service in a fast-paced environment.
• Strong communication and active listening skills are essential.
• Growth mindset with openness to feedback and ongoing learning.

Responsabilités

• Answer inbound calls and provide personalized support to clients.
• Educate clients on services and licensing requirements to support their goals.
• Collaborate with the team to deliver a positive customer experience.

Connaissances

Customer service

Formation

Bachelor's degree

Description du poste

Charles Schwab is hiring a Financial Services Representative to be the trusted voice on the other end of the line, answering inbound calls and delivering personalized support. You will undergo paid training in the Schwab Service Academy to earn SIE and FINRA Series 7 & 63 licenses, unlocking a career in financial services.

The role offers a structured training path, opportunities for remote work after training on eligible shifts, and a competitive pay/bonus package with potential growth in total