Licensed Financial Services Rep: Client Guidance & Growth

Charles Schwab; Fort Worth (TX); On-site; USD 58,000 - 67,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Fort Worth, TX, is seeking a Regular Customer Service Representative to engage with clients via inbound calls, provide financial guidance, and own complex issues to deliver the best solutions.

The role emphasizes building lasting relationships and contributing to a supportive, collaborative team culture. Starting pay ranges based on experience with potential annual bonus and a comprehensive benefits package are offered.

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Minimum 1 year of customer service experience.
• Minimum 1 year of client relationship experience.
• Bachelor's degree or higher in Finance, Economics, or related field.

Responsibilities

• Answer inbound calls and provide financial guidance.
• Own client issues and offer the best solutions.
• Build lasting relationships built on trust and respect.
• Advocate for clients and collaborate with teams.

Skills

Customer service

Client relationships

Communication skills

Team player

Education

Bachelor's degree in Finance/Economics or related field

Tools

CRM platforms

Job description

Charles Schwab in Fort Worth, TX, is seeking a Regular Customer Service Representative to engage with clients via inbound calls, provide financial guidance, and own complex issues to deliver the best solutions.

The role emphasizes building lasting relationships and contributing to a supportive, collaborative team culture. Starting pay ranges based on experience with potential annual bonus and a comprehensive benefits package are offered.