Financial Services Representative

About the role

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.

Responsibilities

• Answering inbound calls, listening actively, and taking ownership to deliver personalized support.
• Create exceptional experiences through clear, empathetic communication, proactive education, and thoughtful solutions.

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 work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.

Preferred qualifications

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

Pay

Starting compensation of $54,100 during training ($26.01/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.

Schedule

• Potential to increase their total compensation to $61,710 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.).
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.