Financial Services Representative

Charles Schwab Inc. • Lone Tree, CO

12d • Hybrid

About The Position

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 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. As a Client Service Professional, you’ll be the trusted voice on the other end of the line. Answering inbound calls, listening actively, and taking ownership to deliver personalized support. Each interaction is an opportunity to create an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions. We’ll support your growth from day one. Through paid training in the Schwab Service Academy, you’ll 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. If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins.

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.
• After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.

Nice To Haves

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

Responsibilities

• Answering inbound calls
• Listening actively
• Taking ownership to deliver personalized support
• Creating an exceptional experience through clear, empathetic communication, proactive education, and thoughtful solutions

Benefits

• Paid training in the Schwab Service Academy
• Opportunity to earn Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses
• Competitive pay and bonus package
• Starting compensation of $56,900 during training ($27.36/hr.)
• Annual bonus opportunity of 10% of your base pay and other eligible earnings
• Potential to increase total compensation to $64,790 within their 1st year
• Evening, overnight, and weekend shifts include up to 20% additional compensation
• Remote work opportunities for qualifying shifts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level