Financial Services Support Specialist (Hybrid/Remote)

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

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a Financial Services Representative to answer inbound calls and deliver personalized support, guiding clients toward their goals. You will train through Schwab Service Academy to earn SIE and FINRA licenses, enabling a meaningful career in financial services.

Starting compensation is $52,900 during training, with a potential total of $61,700 in the first year after licensing and performance-based increases.

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.
• Willingness to work as part of a supportive team and adapt to change.

Responsabilités

• Answer inbound calls and deliver personalized support.
• Provide guidance to clients and educate on services.
• Maintain clear, empathetic communication to create an exceptional experience.
• Work during Schwab's training program and later shifts including evenings/weekends.

Connaissances

Customer service

Communication

Problem solving

Empathy

Teamwork

Growth mindset

Formation

Bachelor's degree or higher

Description du poste

Charles Schwab is seeking a Financial Services Representative to answer inbound calls and deliver personalized support, guiding clients toward their goals. You will train through Schwab Service Academy to earn SIE and FINRA licenses, enabling a meaningful career in financial services.

Starting compensation is $52,900 during training, with a potential total of $61,700 in the first year after licensing and performance-based increases.