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

Benefits

• Starting compensation of $52,900.00 during training ($25.44/hr.) plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
• Potential to increase their total compensation to $60,390.00 within their 1st year upon obtaining the required licensing and achieving performance-based pay increases: $54,900.00 base ($26.40/hr.).
• Potential to work remote after training IF working both weekend days are assigned.
• Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.

Qualifications

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