What are the responsibilities and job description for the Finance Industry Career Starter position at Charles Schwab?
Job Overview
We are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Financial Services Customer Service Representative. In this role, you will play a critical part in delivering exceptional client experiences and helping our clients achieve their financial goals.
Salary and Benefits
This exciting opportunity comes with a starting compensation of $52,800 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. You will also have the potential to increase your total compensation to $60,280 within your first year upon obtaining the required licensing and achieving performance-based pay increases.
About the Role
As a Financial Services Customer Service Representative, you will be responsible for educating clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients, advocate for them, and provide solutions to complex issues. You will also take ownership 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.
Required Skills and Qualifications
To succeed in this role, you will need previous customer service experience, a bachelor's degree or higher in Finance, Economics, or a related field from an accredited university, and a passion for serving clients. You should also be eager to learn about finance and have shown success navigating multiple computer applications.
Benefits
You will enjoy a purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. You will receive paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions. You will also have access to paid parental leave and family building benefits, tuition reimbursement, health, dental, and vision insurance.
We are seeking a highly motivated and customer-focused individual to join our Schwab Service Team as a Financial Services Customer Service Representative. In this role, you will play a critical part in delivering exceptional client experiences and helping our clients achieve their financial goals.
Salary and Benefits
This exciting opportunity comes with a starting compensation of $52,800 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. You will also have the potential to increase your total compensation to $60,280 within your first year upon obtaining the required licensing and achieving performance-based pay increases.
About the Role
As a Financial Services Customer Service Representative, you will be responsible for educating clients about investment strategies, trading tools, market mechanics, and retirement choices. You will engage with clients, advocate for them, and provide solutions to complex issues. You will also take ownership 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.
Required Skills and Qualifications
To succeed in this role, you will need previous customer service experience, a bachelor's degree or higher in Finance, Economics, or a related field from an accredited university, and a passion for serving clients. You should also be eager to learn about finance and have shown success navigating multiple computer applications.
Benefits
You will enjoy a purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. You will receive paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions. You will also have access to paid parental leave and family building benefits, tuition reimbursement, health, dental, and vision insurance.
Salary : $60,280
