Financial Services Representative
About the role
Our service team plays a vital role in guiding clients toward their financial goals and delivering experiences that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow.
Responsibilities
- Answering inbound calls and providing personalized support
- Listening actively and taking ownership of each interaction
- Delivering exceptional experiences through clear, empathetic communication
- Proactively educating clients on financial matters
- Offering thoughtful solutions to meet client needs
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. Potential to increase total compensation to $61,700 within your 1st year upon obtaining the required licensing and achieving performance-based pay increases: $56,100 base ($26.98/hr.).
Schedule
We offer competitive pay and bonus packages that include: Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift. Potential to work fully remote after training IF working both weekend days are assigned.
Benefits
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance