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About the Role
As a Financial Services Representative at Schwab, you will be the trusted voice guiding clients toward their goals and delivering exceptional experiences through clear, empathetic communication, proactive education, and thoughtful solutions. You will answer inbound calls, listen actively, and take ownership to deliver personalized support. Schwab offers paid training through the Schwab Service Academy to help you 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.
Responsibilities
- Answer inbound calls
- Listen actively
- Take ownership to deliver personalized support
- Create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions
Requirements
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site
- Ability to work assigned shift to accommodate business needs after training, to include evening, overnight, and weekend options
Skills
- 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
- Previous customer service or client relationship experience
- Securities Industry Essentials (SIE) license
- FINRA Series 7 license
- FINRA Series 63 license
Location
- On-site during training
- Remote work opportunities for qualifying shifts after training
Work Type
- Full-time
- On-site
- Remote
Experience Level
- Entry Level
Education Level
- Bachelor's degree or higher (Preferred)
Salary/Compensations
- Starting compensation of $54,100 during training ($26.01/hr.)
- Annual bonus opportunity of 10% of base pay and other eligible earnings
- Potential to increase total compensation to $61,700 within the 1st year
- Evening, overnight, and weekend shifts include up to 20% additional compensation
Benefits
- Paid training in the Schwab Service Academy
- Assistance in obtaining SIE, Series 7, and Series 63 licenses
- Remote work opportunities for qualifying shifts
About the Company
- At Schwab, you’re empowered to make an impact on your career.
- Innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
- Our service team plays a vital role in guiding clients toward their goals and delivering experiences that truly matter.
- We’ll support your growth from day one.