What are the responsibilities and job description for the Finance Customer Service position at Charles Schwab?
Your Opportunity
Schwab empowers you to make an impact on your career, where innovative thought meets creative problem solving. This fusion helps us challenge the status quo and transform the finance industry together.
Our service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
You'll also take charge of your professional journey by attending the Schwab Service Academy, which provides paid training, study time, and support to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
Key Requirements
- Ability to work full-time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
- Ability to work various shifts to serve clients 24/7, including overnight and weekend availability.
What We Offer
Schwarb offers a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
We strive to empower our employees' personal and professional success through a purpose-driven culture and focus on development, allowing you to make a positive difference in the finance industry.
